Timothy Tilton
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm 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 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 LLCAug 2026 to now
- Fidelity InvestmentsJul 2026 to now
- Ameriprise Financial Services LLCJul 2023 to Jul 2026
- Wesbanco Banking CoApr 2022 to Jun 2023
- Morris Furniture CompanyNov 2021 to Mar 2022
- First Commonwealth BankJun 2021 to Nov 2021
- Mre ColumbusSep 2020 to May 2021
- UnemployedMay 2020 to Sep 2020
- Mre ColumbusJun 2019 to May 2020
- Knoxville Leadership FoundationMay 2018 to Aug 2018
- Johnson UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7778353
- Firm CRD
- 104555