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Detailed Report
THOMAS REESE BOWEN BOESCH
CRD#: 1369484
IA
Investment Adviser
B
Broker
STRATEGIC ADVISERS LLCCRD#: 104555 155 SEAPORT BLVD
BOSTON, MA 02210-2698
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 1411 CHAPIN AVENUE
BURLINGAME, CA 94010
Registration History
19901995200020052010201520202025IASTRATEGIC ADVISERS LLC (CRD# 104555)2025 - Present (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)1999 - Present (25 years)BMUTUAL SERVICE CORPORATION (CRD# 4806)1999 - 1999 (<1 year)BFIDELITY BROKERAGE SERVICES, INC. (CRD# 7784)1996 - 1998 (1 year)BCITICORP INVESTMENT SERVICES (CRD# 23988)1991 - 1996 (5 years)BFRANKLIN DISTRIBUTORS, INC. (CRD# 332)1986 - 1990 (4 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - 2025 (6 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2001 - 2018 (17 years)IAFIDELITY PERSONAL TRUST COMPAN... (CRD# 109516)2000 - 2007 (6 years)
License(s)

State Registrations

B
California 11/23/1999
B
New Hampshire 1/5/2018
IA
California 3/31/2025
B
Texas 1/16/2015
B
Kentucky 1/5/2018
IA
Texas 3/31/2025
B
Massachusetts 1/16/2015
B
Utah 9/19/2003

SRO Registrations

B
 FINRA
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
STRATEGIC ADVISERS LLC (CRD#:104555)
155 SEAPORT BLVD, BOSTON, MA 02210-2698
Registered with this firm since 3/31/2025
B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
1411 CHAPIN AVENUE, BURLINGAME, CA 94010
HILLSBOROUGH, CA
Registered with this firm since 11/23/1999
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 07/13/2018 - 03/31/2025 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) BURLINGAME, CA
IA
 04/06/2001 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) BURLINGAME, CA
IA
 09/26/2000 - 03/28/2007 FIDELITY PERSONAL TRUST COMPANY, FSB (CRD#:109516) BOSTON, MA
B
 07/07/1999 - 11/15/1999 MUTUAL SERVICE CORPORATION (CRD#:4806) BOSTON, MA
B
 07/15/1996 - 03/18/1998 FIDELITY BROKERAGE SERVICES, INC. (CRD#:7784) SMITHFIELD, RI
B
 05/07/1991 - 06/10/1996 CITICORP INVESTMENT SERVICES (CRD#:23988) LONG ISLAND CITY, NY
B
 01/10/1986 - 05/11/1990 FRANKLIN DISTRIBUTORS, INC. (CRD#:332) SAN MATEO, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.