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Timothy Addison Lynch

Strategic Advisers LLC

Greenville, DE

Wilmington, DE

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • DE RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States

Wilmington, DE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Newark DE 06/2012 02/2018
Jpmorgan Services Inc. Newark DE 06/2012 02/2018
Charles Schwab & Co., Inc. Philadelphia PA 02/2018 06/2022
Charles Schwab Bank Philadelphia PA 02/2018 06/2022
Fidelity Investments Wilmington DE 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2012 → 02/2018
    J.P. Morgan Securities Llc
    Newark, DE
  • 06/2012 → 02/2018
    Jpmorgan Services Inc.
    Newark, DE
  • 02/2018 → 06/2022
    Charles Schwab & Co., Inc.
    Philadelphia, PA
  • 02/2018 → 06/2022
    Charles Schwab Bank
    Philadelphia, PA
  • 07/2022 → Present
    Fidelity Investments
    Wilmington, DE
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenville, DE
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-10-04
  • S63 Uniform Securities Agent State Law Examination
    2012-10-04
Designations
Other Names
  • Timothy Lynch
  • Addison Lynch

View on SEC IAPD

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Patrick Edward Walsh
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Mark P Hamilton
Kevin Osmar Noguez Ochoa
Aaron Christopher Leonard
MICHAEL THOMAS FARQUHARSON
JEANNE ELIZABETH GRIFFITH

Other Offices

SPEARHEAD ADMINISTRATIVE SERVICES, LLC · GREENVILLE, DE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WILMINGTON, DE
EDWARD JONES · Greenville, DE
LPL FINANCIAL LLC · WILMINGTON, DE
WELLS FARGO CLEARING SERVICES, LLC · GREENVILLE, DE
MARVIN & PALMER ASSOCIATES · WILMINGTON, DE
COMMONWEALTH FINANCIAL NETWORK · Wilmington, DE
&PARTNERS · Wilmington, DE

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