Olivia Timmerding

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

• 08/2013 → 06/2017
  Wayne County High School
  Monticello, KY
• 06/2016 → 07/2017
  Taco Bell
  Monticello, KY
• 08/2017 → 05/2021
  Northern Kentucky University
  Highland Heights, KY
• 04/2018 → 05/2021
  Dicks Sporting Goods
  Florence, KY
• 08/2020 → 05/2021
  Northern Kentucky University
  Highland Heights, KY
• 05/2021 → 05/2023
  Ips Logistix
  Erlanger, KY
• 05/2023 → 07/2023
  Lighthouse Transportation Services Llc
  Covington, KY
• 07/2023 → 12/2023
  Unemployed
  Union, KY
• 12/2023 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-03-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
  Union, KY

Exams

• S66 Uniform Combined State Law Examination
  2025-03-03
• S63 Uniform Securities Agent State Law Examination
  2024-03-20

Other Names

• Olivia Paige Timmerding
• Olivia Timmerding