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Timothy Healy

Strategic Advisers LLC

Durham, NC

Raleigh, NC

CRD 7685568

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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
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Raleigh, NC • 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
Cardinal Gibbons High School Raleigh NC 08/2007 10/2022
Next Level Academy Morrisville NC 02/2016 05/2018
Fidelity Investments Durham NC 01/2023 Present
Unemployed Raleigh NC 10/2022 01/2023
Fidelity Investments Boston MA 03/2025 Present
  • 08/2007 → 10/2022
    Cardinal Gibbons High School
    Raleigh, NC
  • 02/2016 → 05/2018
    Next Level Academy
    Morrisville, NC
  • 01/2023 → Present
    Fidelity Investments
    Durham, NC
  • 10/2022 → 01/2023
    Unemployed
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-132601|OrgNmn:Cardinal Gibbons Coaching|Org Addr:Raleigh,North Caro,US|OBA Nature:School|Invst Rel:N|Title:assistant coach|Duties:help coach soccer|StrtDt:08-10-26|TotHrs/mon:10|TrdHrs/mon:0|OBA-103280|OrgNmn:BBRS LLC|Org Addr:Raleigh,North Caro,US|OBA Nature:LLC for 2 properties that wife|Invst Rel:Y|Title:Partner|Duties:Owner of rental properties. Pay mortgage/HOA/taxes. Collect rent (1 property) other company managed|StrtDt:01-14-26|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-24
S63 Uniform Securities Agent State Law Examination 2023-06-28
  • S66 Uniform Combined State Law Examination
    2024-05-24
  • S63 Uniform Securities Agent State Law Examination
    2023-06-28
Other Names
  • Tim Healy

View on SEC IAPD

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