Timothy Dorner

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

• 06/2017 → 01/2019
  Weis Markets
  Whitehall, PA
• 02/2015 → 11/2016
  Sodexo
  Whitehall, PA
• 01/2019 → 12/2020
  Student
  Dallas, PA
• 01/2021 → 04/2021
  Unemployed
  Unemployed, PA
• 08/2015 → 12/2018
  Student
  Dallas, PA
• 04/2021 → 09/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 04/2021 → 09/2022
  Northwestern Mutual Investment Services Llc
  Center Valley, PA
• 03/2022 → 09/2022
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2022 → Present
  Fidelity Investments
  Whitehall, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-12-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
  Whitehall, PA

Exams

• S66 Uniform Combined State Law Examination
  2022-12-09
• S63 Uniform Securities Agent State Law Examination
  2021-05-18

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Timothy Dorner
• Timothy R Dorner