Timothy Callaghan
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsApr 2025 to now
- UnemploymentFeb 2025 to Mar 2025
- PaycomSep 2024 to Feb 2025
- UnemploymentJul 2024 to Sep 2024
- Ss&c IntralinksJun 2022 to Jul 2024
- UnemploymentMay 2022 to Jun 2022
- Risk Strategies CompanyJun 2021 to Aug 2021
- Parish of ST. Patrick'sJun 2020 to Aug 2020
- Parish of ST. Patrick'sJun 2019 to Aug 2019
- Loyola University MarylandAug 2018 to May 2022
- Parish of ST. Patrick'sJun 2018 to Aug 2018
- Holy Trinity High SchoolSep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 8080093
- Firm CRD
- 104555