Timothy Dorner
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.4TFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2022 to now
- Northwestern Mutual Wealth Management CompanyMar 2022 to Sep 2022
- Northwestern Mutual Investment Services LLCApr 2021 to Sep 2022
- Northwestern Mutual Life Insurance CompanyApr 2021 to Sep 2022
- UnemployedJan 2021 to Apr 2021
- StudentJan 2019 to Dec 2020
- Weis MarketsJun 2017 to Jan 2019
- StudentAug 2015 to Dec 2018
- SodexoFeb 2015 to Nov 2016
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn 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
- 7360191
- Firm CRD
- 104555