Timothy Callaghan

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

• 06/2021 → 08/2021
  Risk Strategies Company
  New York, NY
• 08/2018 → 05/2022
  Loyola University Maryland
  Baltimore, MD
• 04/2025 → Present
  Fidelity Investments
  Garden City, NY
• 06/2022 → 07/2024
  Ss&C Intralinks
  New York, NY
• 06/2018 → 08/2018
  Parish Of St. Patrick'S
  Huntington, NY
• 02/2025 → 03/2025
  Unemployment
  Baldwin, NY
• 05/2022 → 06/2022
  Unemployment
  Baldwin, NY
• 07/2024 → 09/2024
  Unemployment
  Baldwin, NY
• 09/2024 → 02/2025
  Paycom
  Melville, NY
• 09/2014 → 05/2018
  Holy Trinity High School
  Hicksville, NY
• 06/2020 → 08/2020
  Parish Of St. Patrick'S
  Huntington, NY
• 06/2019 → 08/2019
  Parish Of St. Patrick'S
  Huntington, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-08-25

Other Names

• Timothy Callaghan
• Timothy Joseph Callaghan