Tyler Michael Toomey

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

• 02/2020 → Present
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 01/2016 → 09/2019
  One Call Care Management
  Jacksonville, FL
• 09/2019 → 12/2019
  Southeast Orthopedic Specialists
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-08-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Other Businesses

OBA-126383|OrgNmn:Toomey Travels|Org Addr:Jacksonvil,Florida,US|OBA Nature:travel agent, commission-based|Invst Rel:N|Title:Independent Contractor|Duties:coordinate bookings and payment for travel|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-116395|OrgNmn:FINRA|Org Addr:New York,New York,US|OBA Nature:Independent Contractor/Arbitra|Invst Rel:Y|Title:Independent Contractor|Duties: FINRA Securities Arbitration provides investors with an alternative means of resolving disputes with brokers, brokerage firms, or financial a|StrtDt:|TotHrs/mon:2|TrdHrs/mon:2|

Exams

• S66 Uniform Combined State Law Examination
  2021-08-09
• S63 Uniform Securities Agent State Law Examination
  2020-06-18

Other Names

• Tyler Michael Toomey
• Tyler Toomey