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Timothy Bay

Strategic Advisers LLC

Rochester, NY

Canandaigua, NY

Canandaigua, NY

Rochester, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States

Canandaigua, NY • United States

Canandaigua, NY • United States

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • 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
Axa Advisors, Llc New York NY 10/2019 07/2020
Lake Erie College Painesville OH 08/2015 09/2019
Fidelity Investments Ny NY 10/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2019 → 07/2020
    Axa Advisors, Llc
    New York, NY
  • 08/2015 → 09/2019
    Lake Erie College
    Painesville, OH
  • 10/2020 → Present
    Fidelity Investments
    Ny, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rochester, NY
  • 2020-02-27 → 2020-05-07
    Equitable Advisors, Llc
    Independence, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-14
  • S66 Uniform Combined State Law Examination
    2020-02-14
Other Names
  • Timothy Bay
  • Timothy Mark Bay

View on SEC IAPD

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UBS FINANCIAL SERVICES INC.
MARINER

Other Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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