Timothy J. Woodward

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 11/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 03/2016 → 11/2018
  Bank Of America, N.A.
  Lincoln, RI
• 11/2018 → 05/2020
  Charles Schwab & Co., Inc.
  Chestnut, MA
• 11/2018 → 05/2020
  Charles Schwab Bank
  Chestnut, MA
• 06/2020 → Present
  Fidelity Investments
  Shrewsbury, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-08-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Shrewsbury, MA
• 2018-11-28 → 2020-06-17
  Charles Schwab & Co., Inc.
  Chestnut Hill, MA
• 2016-03-07 → 2018-11-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, RI

Exams

• S66 Uniform Combined State Law Examination
  2016-04-05
• S63 Uniform Securities Agent State Law Examination
  2011-01-24

Other Names

• Timothy Woodward
• Timothy John Woodward