Timothy Wolgemuth

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

• 07/2018 → 08/2019
  Mattamy Homes
  Jacksonville, FL
• 08/2019 → 08/2021
  Unemployeed
  St. Johns, FL
• 07/2024 → 10/2024
  Unemployeed
  St. Johns, FL
• 11/2024 → 02/2025
  Unemployeed
  St. Johns, FL
• 02/2025 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2017 → 07/2018
  Mattamy Homes
  Jacksonville, FL
• 07/2023 → 07/2024
  Southern Impression Homes
  Jacksonville, FL
• 09/2022 → 03/2023
  Unemployeed
  St. Johns, FL
• 03/2023 → 04/2023
  Elite Valor
  Jacksonville, FL
• 10/2012 → 03/2017
  Mattamy Homes
  Jacksonville, FL
• 10/2024 → 11/2024
  Northpoint Am
  Jacksonville, FL
• 08/2021 → 09/2022
  The Rocco Group At Keller Williams
  Jacksonville, FL
• 04/2023 → 07/2023
  Unemployeed
  St. Johns, FL

Other Businesses

OBA-116759|OrgNmn:Keller Williams Realty|Org Addr:Jacksonvil,Florida,US|OBA Nature:real estate|Invst Rel:Y|Title:Independent Contractor|Duties:pass along any of my real estate referrals to an active agent at Keller Williams |StrtDt:08-24-21|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-06-24

Other Names

• Timothy Wolgemuth
• Timothy J Wolgemuth