Timothy Terhune

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

• 11/2019 → 07/2022
  Comcast
  Manchester, NH
• 12/2018 → 07/2019
  Market Basket
  Nashua, NH
• 11/2018 → 11/2018
  Ups
  Nashua, NH
• 12/2017 → 04/2018
  Market Basket
  Nashua, NH
• 06/2017 → 11/2017
  Microspec
  Peterborough, NH
• 03/2016 → 06/2017
  Market Basket
  Nashua, NH
• 07/2022 → Present
  Fidelity Investments
  Merrimack, NH
• 05/2018 → 10/2018
  Unemployed
  Nashua, NH
• 08/2019 → 10/2019
  Unemployed
  Nashua, NH
• 01/2022 → 04/2022
  Southern New Hampshire University
  Manchester, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-12-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2022-12-02

Other Names

• Timothy George Terhune
• Timothy Terhune