Timothy Scott Dennis

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

• 07/2014 → 09/2017
  Zrii Llc
  Draper, UT
• 05/2018 → 08/2018
  Art In Tanzania
  Dar Es Salaam
• 01/2019 → 04/2019
  Self-Employed
  Salt Lake City, UT
• 04/2019 → Present
  Fidelity Brokerage Services, Llc
  Salt Lake City, UT
• 10/2017 → 04/2018
  Student
  Salt Lake City, UT
• 08/2018 → 01/2019
  Univerisity Of Utah
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2022-09-09
• S63 Uniform Securities Agent State Law Examination
  2019-07-08

Other Names

• Timothy Scott Dennis
• Timothy Dennis