Timothy Mulligan
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 LLCSep 2025 to now
- Fidelity InvestmentsJul 2024 to now
- AmazonMay 2024 to Jul 2024
- Mccarthy General ContractorApr 2023 to Jul 2024
- TerracoveSep 2022 to Apr 2023
- Carpe Diem WorkshopApr 2021 to Sep 2022
- GrifolsApr 2021 to Sep 2021
- Elwood StaffingFeb 2021 to Apr 2021
- Advanced Healthcare of SalemAug 2019 to Oct 2020
- SepherionMay 2019 to Aug 2019
- ProgrexionMar 2019 to Apr 2019
- My Fast PcDec 2017 to Jan 2018
- Infinity ConsultantsAug 2016 to Dec 2017
- US Army ReserveApr 2015 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7963389
- Firm CRD
- 104555