Timothy P. Sheridan

STRATEGIC ADVISERS LLC

HIGHLAND BEACH, FL

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CRD#: 1634068

Professional summary

Timothy P. Sheridan, who also goes by Timothy Patrick Sheridan, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Highland Beach, Florida and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Timothy has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 31, Series 7, Series 9, Series 10 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Timothy Patrick Sheridan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy P. Sheridan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

HIGHLAND BEACH, FL

Current

January 13, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246

CRD#: 7784

Jacksonville, FL

Past

February 2, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

COVINGTON, KY

Past

July 12, 2018 - March 26, 2020

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

RIA

CRD#: 283004

Paramus, NJ

Past

July 9, 2018 - February 24, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

PARAMUS, NJ

Past

February 2, 2012 - July 20, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WESTFIELD, NJ

Past

February 2, 2012 - July 20, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WESTFIELD, NJ

Past

July 1, 2010 - February 23, 2012

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

MORRISTOWN, NJ

Past

July 1, 2010 - February 23, 2012

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

MORRISTOWN, NJ

Past

November 30, 2009 - July 27, 2010

VANDERBILT SECURITIES, LLC

CRD#: 5953

SEA GIRT, NJ

Past

November 8, 2005 - October 14, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WEEHAWKEN, NJ

Past

November 8, 2005 - October 14, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

June 20, 2002 - November 8, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

RED BANK, NJ

Past

March 31, 1997 - November 8, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

RED BANK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(1/13/2022)

IAR

Florida
(3/31/2025)

Massachusetts
(1/13/2022)

Texas
(1/13/2022)

IAR

Texas
(3/31/2025)

Utah
(1/13/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/16/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/7/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 3/19/2007

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 5/9/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/27/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 8

Date: 3/23/1999

General Securities Sales Supervisor Examination (Options Module & General Module)

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Timothy P. Sheridan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy P. Sheridan's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

VANDERBILT SECURITIES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/16/1997

Series 63

Date: 4/7/1997

SIE

Date: 10/1/2018

Series 3

Date: 3/19/2007

Series 31

Date: 5/9/1997

Series 7

Date: 3/27/1997

Series 9

Date: 1/2/2023

Series 10

Date: 1/2/2023

Series 8

Date: 3/23/1999

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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