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Timothy Daniel Doherty

Strategic Advisers LLC

Hampshire, IL

Greenwood Village, CO

CRD 7091083

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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
IL RA APPROVED 2025-10-21
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-10-21
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Hampshire, IL • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Grosvenor Capital Management Chicago IL 03/2015 02/2019
Fidelity Oak Brook IL 02/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 02/2019
    Grosvenor Capital Management
    Chicago, IL
  • 02/2019 → Present
    Fidelity
    Oak Brook, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-12-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oak Brook, IL
    Oak Brook, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-15
S63 Uniform Securities Agent State Law Examination 2019-07-03
  • S66 Uniform Combined State Law Examination
    2019-11-15
  • S63 Uniform Securities Agent State Law Examination
    2019-07-03

View on SEC IAPD

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