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Timothy William Riebock

Strategic Advisers LLC

Raleigh, NC

Durham, NC

CRD 7053678

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Raleigh, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Fidelity Brokerage Services Llc Greenwood Village CO 12/2018 Present
Lifetime Fitness Westminster CO 06/2018 12/2018
Lifetime Fitness Tempe AZ 07/2015 06/2018
Rover Denver CO 07/2018 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 12/2018 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 06/2018 → 12/2018
    Lifetime Fitness
    Westminster, CO
  • 07/2015 → 06/2018
    Lifetime Fitness
    Tempe, AZ
  • 07/2018 → 12/2018
    Rover
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Raleigh, NC
Other Businesses

OBA-100779|OrgNmn:Riebock Realty Ventures, LLC|Org Addr:Raleigh ,North Caro,US|OBA Nature:Rental of residential property|Invst Rel:Y|Title:Lessor|Duties:Maintain the property so that it is suitable for a tenant, respond to maintenance requests, and communicate with possible future tenants.|StrtDt:08-02-23|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-03-15
  • S63 Uniform Securities Agent State Law Examination
    2019-03-15
Designations
  • Certified Financial Planner
Other Names
  • Timothy William Riebock
  • Timothy W Riebock

View on SEC IAPD

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