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Timothy Parker

Strategic Advisers LLC
20 Years of Experience
Lakewood Ranch, FL
1 DisclosureBroker
View SEC Summary
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Timothy Parker is a registered investment advisor at Strategic Advisers LLC, based in Lakewood Ranch, FL, with 20 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Lakewood Ranch, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2013
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Timothy is a sole proprietor of Parker Media Group LLC, managing and creating content for publication, dedicating a few hours per week. He is also a corporate board member for Big Brothers Big Sisters of The Sun Coast, and a partner in Parker Group Holding, an online clothing and accessories business, spending minimal time on each.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
October 2022 - Present · 4 yrs
Fidelity Brokerage Services LLC
October 2022 - Present · 4 yrs
Previous Registrations
Fidelity Personal and Workplace Advisors
November 2022 - March 2025 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2019 - July 2022 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2019 - July 2022 · 3 yrs 4 mos
J.P. Morgan Securities LLC
October 2012 - March 2019 · 6 yrs 5 mos
J.P. Morgan Securities LLCBroker
October 2012 - March 2019 · 6 yrs 5 mos
Chase Investment Services CORP.
September 2011 - October 2012 · 1 yr 1 mo
Chase Investment Services CORP.Broker
September 2011 - October 2012 · 1 yr 1 mo
USAA Financial Planning Services
January 2010 - August 2011 · 1 yr 7 mos
USAA Financial Advisors, INC.Broker
January 2010 - August 2011 · 1 yr 7 mos
Chase Investment Services CORP.
December 2007 - July 2009 · 1 yr 7 mos
Chase Investment Services CORP.Broker
May 2006 - July 2009 · 3 yrs 2 mos
Nylife Securities INC.Broker
September 2005 - April 2006 · 7 mos
State Registrations6 states
FLILINMIOHTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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