Timothy A. Lloyd

STRATEGIC ADVISERS LLC

LAND O LAKES, FL

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CRD#: 2135724

Professional summary

Timothy A. Lloyd, who also goes by Tim Lloyd, Timothy Allen Lloyd N/a, Timothy Allen Lloyd, Timothy A Lloyd, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Land O Lakes, Florida and FIDELITY BROKERAGE SERVICES LLC located in Durham, North Carolina.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Timothy has worked at 20 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 6, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Lloyd | Timothy Allen Lloyd N/a | Timothy Allen Lloyd | Timothy A Lloyd

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 A. Lloyd'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

LAND O LAKES, FL

Current

January 24, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 100 New Millennium Way, Durham, NC 27709

CRD#: 7784

Durham, NC

Past

February 4, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

JACKSONVILLE, FL

Past

August 2, 2019 - December 15, 2021

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

SPRING HILL, FL

Past

July 31, 2019 - December 15, 2021

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

Past

September 23, 2016 - June 12, 2019

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

NEW PORT RICHEY, FL

Past

December 9, 2013 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

NEW PORT RICHEY, FL

Past

December 4, 2013 - June 12, 2019

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

NEW PORT RICHEY, FL

Past

June 28, 2013 - October 14, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

TAMPA, FL

Past

June 26, 2013 - October 14, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

TAMPA, FL

Past

December 20, 2011 - May 31, 2013

THE MUTUAL FUND STORE

RIA

CRD#: 143874

OVERLAND PARK, KS

Past

February 2, 2011 - December 2, 2011

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

SEFFNER, FL

Past

January 24, 2011 - December 2, 2011

FIFTH THIRD SECURITIES, INC.

CRD#: 628

SEFFNER, FL

Past

October 4, 2010 - January 14, 2011

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

TAMPA, FL

Past

September 13, 2010 - January 14, 2011

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

TAMPA, FL

Past

May 26, 2009 - March 31, 2010

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

TAMPA, FL

Past

January 20, 2009 - March 31, 2010

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

TAMPA, FL

Past

August 19, 2004 - December 4, 2004

WAMU INVESTMENTS, INC.

RIA

CRD#: 599

TAMPA, FL

Past

August 12, 2004 - December 4, 2004

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Past

September 19, 2003 - July 9, 2004

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

RIA

CRD#: 111757

TAMPA, FL

Past

March 14, 2003 - September 15, 2003

AMSOUTH INVESTMENT SERVICES, INC.

RIA

CRD#: 15692

TAMPA, FL

Past

April 5, 2000 - July 7, 2004

AMSOUTH INVESTMENT SERVICES, INC.

CRD#: 15692

BIRMINGHAM, AL

Past

September 22, 1998 - August 28, 1999

FISERV INVESTOR SERVICES, INC.

CRD#: 34637

HOUSTON, TX

Past

April 1, 1998 - October 6, 1998

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

February 21, 1995 - April 1, 1998

BARNETT INVESTMENTS, INC.

CRD#: 14897

JACKSONVILLE, FL

Past

September 17, 1993 - February 17, 1995

DETWILER FENTON WEALTH MANAGEMENT INC

CRD#: 16063

BOSTON, MA

Past

October 18, 1991 - September 10, 1993

PREMIERETRADE SECURITIES, INC.

CRD#: 16776

ALTAMONTE SPRINGS, FL

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

Alabama
(1/24/2022)

Alaska
(1/24/2022)

Arizona
(1/24/2022)

Arkansas
(1/24/2022)

California
(1/24/2022)

Colorado
(1/24/2022)

Connecticut
(1/24/2022)

Delaware
(1/24/2022)

District of Columbia
(1/24/2022)

Florida
(1/24/2022)

IAR

Florida
(3/31/2025)

Georgia
(1/24/2022)

Hawaii
(1/24/2022)

Idaho
(1/24/2022)

Illinois
(1/24/2022)

Indiana
(1/24/2022)

Iowa
(1/24/2022)

Kansas
(1/24/2022)

Kentucky
(1/24/2022)

Louisiana
(1/24/2022)

Maine
(1/24/2022)

Maryland
(1/24/2022)

Massachusetts
(1/24/2022)

Michigan
(1/24/2022)

Minnesota
(1/24/2022)

Mississippi
(1/24/2022)

Missouri
(1/24/2022)

Montana
(1/24/2022)

Nebraska
(1/24/2022)

Nevada
(1/24/2022)

New Hampshire
(1/24/2022)

New Jersey
(1/24/2022)

New Mexico
(1/24/2022)

New York
(1/24/2022)

North Carolina
(1/24/2022)

North Dakota
(1/24/2022)

Ohio
(1/24/2022)

Oklahoma
(1/24/2022)

Oregon
(1/24/2022)

Pennsylvania
(1/24/2022)

Puerto Rico
(1/24/2022)

Rhode Island
(1/24/2022)

South Carolina
(1/24/2022)

South Dakota
(1/24/2022)

Tennessee
(1/24/2022)

Texas
(1/24/2022)

IAR

Texas
(3/31/2025)

Utah
(1/24/2022)

Vermont
(1/24/2022)

Virginia
(1/24/2022)

Washington
(1/24/2022)

West Virginia
(1/24/2022)

Wisconsin
(1/24/2022)

Wyoming
(1/24/2022)

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 66

Date: 5/18/2009

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/20/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/23/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/19/2010

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 10/17/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/9/2000

General Securities Principal Examination

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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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Timothy A. Lloyd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy A. Lloyd's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

THE MUTUAL FUND STORE

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

WAMU INVESTMENTS, INC.

WAMU INVESTMENTS, INC.

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

AMSOUTH INVESTMENT SERVICES, INC.

AMSOUTH INVESTMENT SERVICES, INC.

FISERV INVESTOR SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BARNETT INVESTMENTS, INC.

DETWILER FENTON WEALTH MANAGEMENT INC

PREMIERETRADE SECURITIES, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/18/2009

Series 65

Date: 7/20/1993

Series 63

Date: 1/23/1992

SIE

Date: 10/1/2018

Series 6

Date: 11/19/2010

Series 7

Date: 10/17/1991

Series 24

Date: 10/9/2000

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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