Timothy Hunter Anthony Spigelmire

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

• 08/2020 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 08/2017 → 05/2020
  West Chester Univeristy
  West Chester, PA
• 09/2014 → 05/2017
  Harford Community College
  Havre De Grace, MD
• 02/2015 → 11/2016
  Wafflehouse
  Hickory, MD
• 12/2016 → 04/2017
  Edgewood Highschool
  Edgewood, MD
• 06/2017 → 08/2018
  Plymouth Meeting Township
  Plymouth Meeting, PA
• 09/2017 → 01/2018
  Acme
  Paoli, PA
• 09/2018 → 05/2019
  Saladworks
  East Norriton, PA
• 06/2019 → 12/2019
  Wafflehouse
  Fallston, MD
• 12/2019 → 03/2020
  Ihop
  Bel Air, MD
• 05/2020 → 06/2020
  Unemployed
  Bel Air, MD
• 06/2020 → 08/2020
  Home Depot
  Edgemere, MD
• 09/2017 → 01/2019
  Albertsons
  Paoli, PA
• 11/2021 → 12/2021
  Unemployed
  Grain Valley, MO
• 12/2021 → 07/2022
  American Family Insurance
  Oak Grove, MO
• 08/2022 → 09/2022
  Unemployed
  Grain Valley, MO
• 10/2022 → 02/2023
  Equitable Advisors, Llc
  New York, NY
• 03/2023 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Grain Valley, MO
• 2022-11-29 → 2023-03-10
  Equitable Advisors, Llc
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2022-11-18

Other Names

• Hunter Hunter Anthony Spigelmire
• Timothy Hunter Anthony Spigelmire
• Timothy Hunter Ant Spigelmire