Timara Ware

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

Authority	Category	Status	Date
FL	RA	APPROVED	2025-09-22
TX	RA	APPROVED_RES	2025-09-18

FL RA
APPROVED

Since 2025-09-22
TX RA
APPROVED_RES

Since 2025-09-18

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Optumrx	Florida	FL	09/2014	05/2023
Fidelity Investments	Jacksonville	FL	01/2024	Present
Unemployed	Jacksonville	FL	06/2023	01/2024
Optumrx	Florida	FL	09/2014	05/2019

09/2014 → 05/2023

Optumrx

Florida, FL
01/2024 → Present

Fidelity Investments

Jacksonville, FL
06/2023 → 01/2024

Unemployed

Jacksonville, FL
09/2014 → 05/2019

Optumrx

Florida, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-29
S63	Uniform Securities Agent State Law Examination	2024-05-07

S66 Uniform Combined State Law Examination

2025-08-29
S63 Uniform Securities Agent State Law Examination

2024-05-07

View on SEC IAPD