Timothy Holland

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

• 12/2022 → Present
  Fidelity Investments
  Durham, ID
• 12/2020 → 07/2022
  Boise Valley Habitat For Humanity
  Boise, ID
• 01/2020 → 12/2020
  Unemployed
  Somerville, MA
• 10/2019 → 01/2020
  Partners Healthcare System
  Somerville, MA
• 09/2019 → 10/2019
  Level Ground Mma
  Boston, MA
• 06/2019 → 09/2019
  Unemployed
  Somerville, MA
• 09/2015 → 06/2019
  Grace Chapel
  Lexington, MA
• 09/2017 → 05/2019
  Cairn University
  Langhorne, PA
• 08/2022 → 12/2022
  Self-Employed
  Boise, ID
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-08-03
• S63 Uniform Securities Agent State Law Examination
  2023-04-04

Other Names

• Timothy James Holland
• Tim Holland
• Timothy Holland