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Timothy Mathew Recker

Investment adviser representative at Union Strategic Advisors
21 yearsExperience
1 stateRegistered in
$371.6MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. Union Strategic Advisors, LLC.Apr 2026 to now
  2. Raymond James & Associates, Inc.Nov 2005 to Apr 2026

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law1993

State registrations

Registered as an investment adviser representative in 1 state (OH).

Union Strategic Advisors

Legal name: Union Strategic Advisors LLC

$371.6MAssets managed
474Clients
3Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2340968
Firm CRD
340640
Advisor's SEC record (opens in a new tab)
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