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Timothy Neu

Strategic Advisers LLC

Huntersville, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-06
TX RA APPROVED 2026-03-06
  • NC RA
    APPROVED
    Since 2026-03-06
  • TX RA
    APPROVED
    Since 2026-03-06

Branch Locations

Huntersville, NC • 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
Jp Morgan Securities Llc Jamesburg NJ 04/2015 04/2020
Jp Morgan Chase Bank Jamesburg NJ 03/2012 04/2020
The Vanguard Group, Inc Malvern PA 04/2021 09/2023
Pnc Financial Services Princeton NJ 04/2020 03/2021
Fidelity Investments Westlake TX 07/2024 Present
Revival Property Management Llc Roanoke VA 09/2023 07/2024
  • 04/2015 → 04/2020
    Jp Morgan Securities Llc
    Jamesburg, NJ
  • 03/2012 → 04/2020
    Jp Morgan Chase Bank
    Jamesburg, NJ
  • 04/2021 → 09/2023
    The Vanguard Group, Inc
    Malvern, PA
  • 04/2020 → 03/2021
    Pnc Financial Services
    Princeton, NJ
  • 07/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 09/2023 → 07/2024
    Revival Property Management Llc
    Roanoke, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-05
S63 Uniform Securities Agent State Law Examination 2015-07-06
  • S66 Uniform Combined State Law Examination
    2026-03-05
  • S63 Uniform Securities Agent State Law Examination
    2015-07-06
Other Names
  • Timothy A Neu
  • Timothy Neu
  • Timothy Ames Neu

View on SEC IAPD

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