Timothy Mathew Recker

Employer firm

Union Strategic Advisors CRD 340640

$372M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2005 → 04/2026
  Raymond James & Associates, Inc.
  Blue Ash, OH
• 04/2026 → Present
  Union Strategic Advisors, Llc.
  Blue Ash, OH

Previous Registrations

• 2005-11-22 → 2026-04-02
  Raymond James & Associates, Inc.
  Blue Ash, OH
  Blue Ash, OH
• 2001-03-16 → 2005-12-08
  Advest, Inc.
  Cincinnayi, OH

Other Businesses

(1) Name of Business: TMRLLR Properties LLC Address: 9825 Kenwood Rd Ste 103, Blue Ash, OH, 45242-6252, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/07/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My Tax accountant told me to set up this LLC for the Lease expenses for our Raymond James business office.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-07-01
• S63 Uniform Securities Agent State Law Examination
  1993-05-28

Other Names

• Timothy M Recker
• Timothy M Recker