Timothy David Palmer

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

• 01/2025 → Present
  Fidelity Investments
  Stamford, CT
• 03/2022 → 06/2022
  Self Employed
  Brookfield, CT
• 10/2019 → 03/2022
  Self Employed
  Myrtle Beach, SC
• 06/2019 → 10/2019
  New York Life Insurance Company
  Myrtle Beach, SC
• 11/2018 → 06/2019
  Self Employed
  Myrtle Beach, SC
• 04/2017 → 11/2018
  Self Employed
  Brookfield, CT
• 02/2015 → 12/2018
  Tdp Llc
  Brookfield, CT
• 09/2015 → 02/2017
  Vermont Good Wood
  Old Greenwich, CT
• 06/2022 → 08/2023
  Fidelity Investments
  Stamford, CT
• 08/2023 → 01/2025
  Fidelity Investments
  Stamford, CT

Previous Registrations

• 2023-09-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Stamford, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-06
• S63 Uniform Securities Agent State Law Examination
  2022-10-24