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Timothy F. Lynch

Strategic Advisers LLC

Providence, RI

Sanibel, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-28
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2026-08-28
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

10 Memorial Boulevard, Providence, RI 02903-1160 • United States

Sanibel, FL • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 02/1994 05/2019
Fidelity Investments Providence RI 02/2024 Present
Unemployed Foxborough MA 03/2023 02/2024
Fidelity Investments Boston MA 03/2025 Present
Bofa Securities, Inc. Boston MA 05/2019 03/2023
  • 02/1994 → 05/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Boston, MA
  • 02/2024 → Present
    Fidelity Investments
    Providence, RI
  • 03/2023 → 02/2024
    Unemployed
    Foxborough, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 05/2019 → 03/2023
    Bofa Securities, Inc.
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-03
S63 Uniform Securities Agent State Law Examination 1994-05-23
  • S66 Uniform Combined State Law Examination
    2024-04-03
  • S63 Uniform Securities Agent State Law Examination
    1994-05-23
Other Names
  • Timothy F Lynch
  • Tim Lynch
  • Timothy Francis Lynch

View on SEC IAPD

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