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Timothy O. Green

Strategic Advisers LLC

Waterville, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Waterville, OH • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Toledo OH 09/2016 03/2017
Toledo Football Academy Toledo OH 06/2015 11/2016
Bank Of America, N.A. Toledo OH 03/2017 08/2020
Fidelity Investments Ann Arbor MI 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 03/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Toledo, OH
  • 06/2015 → 11/2016
    Toledo Football Academy
    Toledo, OH
  • 03/2017 → 08/2020
    Bank Of America, N.A.
    Toledo, OH
  • 08/2020 → Present
    Fidelity Investments
    Ann Arbor, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-06
  • S66 Uniform Combined State Law Examination
    2017-02-06
Other Names
  • Timothy Green
  • Timothy Owen Green

View on SEC IAPD

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EDWARD JONES
HERITAGE FINANCIAL ADVISORS, LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

Kari Annette Williams
Michelle D Parsons
NATHAN D BREESE
TATE CARNICOM
JAMES MAXWELL
Nathaniel Joseph Francis
Reed Daniel Geiger
GREGORY JAMES DURIVAGE

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WATERVILLE, OH
FIFTH THIRD SECURITIES, INC. · WATERVILLE, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Waterville, OH
THRIVENT INVESTMENT MANAGEMENT INC. · Waterville, OH
EDWARD JONES · WATERVILLE, OH
HERITAGE FINANCIAL ADVISORS, LLC · WATERVILLE, OH
KESTRA PRIVATE WEALTH SERVICES, LLC · Waterville, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Perrysburg, OH

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