Timothy P. Boulanger

STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

Fairfield, NJ 07004

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CRD#: 1793911

Professional summary

Timothy Peter Boulanger is a registered financial advisor currently at STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. located in Fairfield, New Jersey.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Timothy has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1)STRATEGIC FAMILY WEALTH COUNSELORS, LLC. 100 PASSAIC AVENUE, FAIRFIELD, NJ 07004. RIA FIRM/INVESTMENT ADVISORY REP 2)INSURANCE SALES; INVESTMENT RELATED; 100 PASSAIC AVENUE, FAIRFIELD, NJ 07004; LIFE INSURANCE SALES AGENT; STARTED 06/01/2007; 1 HOUR PER MONTH; 0 DURING TRADING HOURS; SELLING LIFE INSURANCE PRODUCTS TO AN EXISTING CLIENT ONCE OR TWICE A YEAR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Peter Boulanger'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

November 13, 2009 - Present

STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

Office #1: 100 Passaic Avenue, Fairfield, NJ 07004

RIA

CRD#: 128199

Fairfield, NJ

Past

May 23, 2007 - December 23, 2019

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

FAIRFIELD, NJ

Past

June 18, 2003 - April 30, 2007

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

RIA

CRD#: 109729

MILWAUKEE, WI

Past

February 23, 1988 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

February 23, 1988 - May 23, 2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

FAIRFIELD, 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 FAMILY WEALTH COUNSELORS, L.L.C.

CRD#: 128199 / SEC#: 801-69126

RIA

Registered Investment Advisory firm - (5/2/2008 Approved)

Connecticut

Registered Investment Advisory firm - (8/14/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

New Jersey
(11/13/2009)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/27/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/17/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/20/1988

General Securities Representative Examination

Current Firm

STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

CRD#: 128199 / SEC#: 801-69126

RIA

Registered Investment Advisory firm - (5/2/2008 Approved)

Connecticut

Registered Investment Advisory firm - (8/14/2008 Terminated)

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Contact information

Main Address

100 Passaic Avenue, Fairfield, NJ 07004

Mailing Address

Phone number

(973) 575-3444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. DISCLOSURE BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	3,500
AUM (Assets Under Management)	$ 1,311,616,383

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
12/23/2024	Cover Page	Report
03/26/2024	Cover Page	Report
09/29/2022	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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Timothy P. Boulanger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Peter Boulanger's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/27/2006

Series 63

Date: 7/17/1989

SIE

Date: 10/1/2018

Series 7

Date: 2/20/1988

Current Firm

STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

TRUST BUT VERIFY

Contact information

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