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Timothy Casey

Strategic Advisers LLC

Boston, MA

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-07-10
RI RA APPROVED 2025-07-01
TX RA APPROVED 2025-07-01
  • MA RA
    APPROVED
    Since 2025-07-10
  • RI RA
    APPROVED
    Since 2025-07-01
  • TX RA
    APPROVED
    Since 2025-07-01

Branch Locations

Boston, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Total Quality Logistics Boston MA 10/2022 10/2023
Instacart San Francisco CA 04/2020 09/2022
Highland Park Market Suffield CT 04/2020 09/2020
True Position Manufacturing South Windsor CT 05/2021 09/2021
Syracuse University Syracuse NY 08/2018 05/2022
Suffield Country Club Suffield CT 06/2017 09/2017
Suffield Academy Suffield CT 09/2014 05/2018
Farmington Valley Ymca Granby CT 06/2016 09/2016
Fidelity Investments Smithfield RI 01/2024 Present
Suffield Country Club Suffield CT 06/2018 09/2018
Suffield Country Club Suffield CT 06/2019 09/2019
  • 10/2022 → 10/2023
    Total Quality Logistics
    Boston, MA
  • 04/2020 → 09/2022
    Instacart
    San Francisco, CA
  • 04/2020 → 09/2020
    Highland Park Market
    Suffield, CT
  • 05/2021 → 09/2021
    True Position Manufacturing
    South Windsor, CT
  • 08/2018 → 05/2022
    Syracuse University
    Syracuse, NY
  • 06/2017 → 09/2017
    Suffield Country Club
    Suffield, CT
  • 09/2014 → 05/2018
    Suffield Academy
    Suffield, CT
  • 06/2016 → 09/2016
    Farmington Valley Ymca
    Granby, CT
  • 01/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2018 → 09/2018
    Suffield Country Club
    Suffield, CT
  • 06/2019 → 09/2019
    Suffield Country Club
    Suffield, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-27
S63 Uniform Securities Agent State Law Examination 2024-04-23
  • S66 Uniform Combined State Law Examination
    2025-06-27
  • S63 Uniform Securities Agent State Law Examination
    2024-04-23
Other Names
  • Timothy Russell Casey
  • Timothy Casey

View on SEC IAPD

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