Timothy William Seitzer

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

• 09/2021 → Present
  Fidelity Investments
  Durham, NC
• 02/2020 → 09/2021
  North Carolina State Employee's Credit Union
  Raleigh, NC
• 05/2017 → 02/2020
  North Carolina State Employee's Credit Union
  Durham, NC
• 09/2016 → 05/2017
  Wal-Mart
  Henderson, NC
• 06/2016 → 09/2016
  Express Employment
  Oxford, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-03-03
• S63 Uniform Securities Agent State Law Examination
  2022-02-08

Other Names

• Timothy William Seitzer
• Timothy W Seitzer