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Timothy Callaghan

Strategic Advisers LLC

Garden City, NY

Long Beach, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-16
NY RA APPROVED 2025-09-05
  • TX RA
    APPROVED
    Since 2026-04-16
  • NY RA
    APPROVED
    Since 2025-09-05

Branch Locations

1130 Franklin Avenue, Garden City, NY 11530-1687 • United States

Long Beach, NY • 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
Risk Strategies Company New York NY 06/2021 08/2021
Loyola University Maryland Baltimore MD 08/2018 05/2022
Fidelity Investments Garden City NY 04/2025 Present
Ss&C Intralinks New York NY 06/2022 07/2024
Parish Of St. Patrick'S Huntington NY 06/2018 08/2018
Unemployment Baldwin NY 02/2025 03/2025
Unemployment Baldwin NY 05/2022 06/2022
Unemployment Baldwin NY 07/2024 09/2024
Paycom Melville NY 09/2024 02/2025
Holy Trinity High School Hicksville NY 09/2014 05/2018
Parish Of St. Patrick'S Huntington NY 06/2020 08/2020
Parish Of St. Patrick'S Huntington NY 06/2019 08/2019
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-25
  • S66 Uniform Combined State Law Examination
    2025-08-25
Other Names
  • Timothy Callaghan
  • Timothy Joseph Callaghan

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
BRIXTON CAPITAL WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
LESLIE MARIE GIORDANO

Other Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER
Alexander Oliner
JULIA BATTAGLIA
Sei il im
ELLEN M CHAN
Jesse M Silver

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
CETERA INVESTMENT ADVISERS LLC · GARDEN CITY, NY
BRIXTON CAPITAL WEALTH ADVISORS, LLC · GARDEN CITY, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Garden City, NY
OSAIC WEALTH, INC. · GARDEN CITY, NY

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