Timothy Leach

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

• 11/2016 → 09/2018
  Trust Company Of America
  Centennial, CO
• 06/2017 → 09/2018
  Tcadvisors Network, Inc
  Centennial, CO
• 07/2016 → 11/2016
  Unemployed
  Centennial, CO
• 09/2018 → 02/2020
  E*Trade Securities Llc
  Centennial, CO
• 02/2020 → 05/2020
  E*Trade Securities Llc
  Centennial, CO
• 05/2020 → 08/2021
  E*Trade Securities Llc
  Centennial, CO
• 11/2022 → Present
  Fidelity Investments
  Lone Tree, CO
• 10/2021 → 10/2022
  Iamclinic
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-12-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lone Tree, CO
• 2013-06-28 → 2016-08-03
  Equitable Advisors, Llc
  Greenwood Village, CO
  Littleton, CO
  Lakewood, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-12-06

Designations

• Certified Financial Planner

Other Names

• Timothy Leach
• Timothy Michael Leach