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Timothy Walker

Strategic Advisers LLC

Weatherford, TX

Westlake, TX

CRD 7641166

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
  • TX RA
    APPROVED
    Since 2026-01-08

Branch Locations

Weatherford, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Fidelity Investments Westlake TX 09/2022 Present
Maverick Fitness Frisco TX 12/2021 09/2022
Allstate Northbrook TX 09/2021 01/2022
Kis Enterprise Fort Worth TX 08/2020 08/2020
24 Hour Fitness San Ramon TN 05/2016 08/2020
North Texas Mahindra Saginaw TX 08/2020 09/2021
Alcon Fort Worth TX 11/2017 03/2018
Randstad Atlanta TX 04/2017 02/2018
Discount Tire Scottsdale AZ 06/2015 03/2017
  • 09/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 12/2021 → 09/2022
    Maverick Fitness
    Frisco, TX
  • 09/2021 → 01/2022
    Allstate
    Northbrook, TX
  • 08/2020 → 08/2020
    Kis Enterprise
    Fort Worth, TX
  • 05/2016 → 08/2020
    24 Hour Fitness
    San Ramon, TN
  • 08/2020 → 09/2021
    North Texas Mahindra
    Saginaw, TX
  • 11/2017 → 03/2018
    Alcon
    Fort Worth, TX
  • 04/2017 → 02/2018
    Randstad
    Atlanta, TX
  • 06/2015 → 03/2017
    Discount Tire
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-03
S63 Uniform Securities Agent State Law Examination 2023-04-04
  • S66 Uniform Combined State Law Examination
    2025-09-03
  • S63 Uniform Securities Agent State Law Examination
    2023-04-04
Other Names
  • Timothy Keith Walker
  • Timothy Walker

View on SEC IAPD

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