Timothy Bowers

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

• 06/2021 → 01/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 03/2013 → 07/2021
  At&T
  Jacksonville, FL
• 07/2021 → 01/2022
  Bank Of America, N.A.
  Jacksonville, FL
• 01/2022 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-11-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Clarksville, TN
  Jacksonville, FL
• 2021-09-29 → 2022-01-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-09-27

Other Names

• Timothy Shane Bowers
• Timothy Bowers