Tim Andrews

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

• 12/2016 → 02/2017
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 11/2008 → 05/2019
  Evangelical Congregational Church
  Lancaster, MA
• 06/2017 → 10/2017
  Bny Mellon
  Marlborough, MA
• 05/2017 → 05/2019
  Fidelity Investments
  Merrimack, NH
• 05/2019 → Present
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 12/2015 → 11/2016
  North Middlesex Savings Bank
  Pepperell, MA
• 10/2017 → 05/2018
  Veritude
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-03-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Other Businesses

OBA-102601|OrgNmn:Presbyterian Church In America|Org Addr:Ayer,Massachuse,US|OBA Nature:Pulpit Supply Minister for PCA|Invst Rel:N|Title:Pastor|Duties:Gospel preaching for ministers that away from the church on vacation|StrtDt:01-02-22|TotHrs/mon:40|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-03-02
• S63 Uniform Securities Agent State Law Examination
  2019-07-25

Other Names

• Tim Andrews
• Timothy Stephen Andrews
• Timothy Andrews
• Tim Stephen Andrews