Timothy David Merritt

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

• 05/2006 → 05/2019
  Merritt Speech & Learning Inc.
  Jacksonville, FL
• 08/2017 → 04/2019
  University Of North Florida
  Jacksonville, FL
• 05/2019 → Present
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Other Businesses

OBA-12801|OrgNmn:Merritt Speech & Learning Inc|Org Addr:Jacksonvil,Florida,US|OBA Nature:Speech Therapy|Invst Rel:N|Title:Technical Support|Duties:If they have a question about a system they would call me on the weekend and I would answer.|StrtDt:05-23-19|TotHrs/mon:3|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-05-27
• S63 Uniform Securities Agent State Law Examination
  2019-09-10

Other Names

• Timothy David Merritt
• Timothy Merritt