Jeffrey W. Tillman
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
ST. PETERSBURG, FL
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CRD#: 4923828
Professional summary
Jeffrey Wayne Tillman, CFP®, who also goes by Jeffrey Tillman, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in St. Petersburg, Florida and FIDELITY BROKERAGE SERVICES LLC located in Tampa, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jeffrey has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Forming strong relationships with my clients and their families is of the utmost importance to me. I work hard to maintain a deep level of trust and strive to serve as the primary advisor by always putting the client's interests first. With my wealth management team, I utilize our cutting-edge technology to help reach my clients goals and to build a better experience.
Question & Answer
What are your service offerings?
Estate Planning
Long-term Care
Comprehensive Financial Planni...
Education Planning
Retirement Income Management
Retirement Planning
Investment Planning
Insurance Planning
What is your minimum asset requirement?
5M
Are you a "fiduciary"?
Yes
Aliases
Jeffrey Tillman
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Wayne Tillman's 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®
CFP®
Start date: 2020
Education
University of Florida
Master of Business Administration (MBA) - Business
2011
University of North Florida
Bachelor of Business Studies (BBS) - Finance
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3000 Bayport Dr Ste 800, Tampa, FL 33607-8402RIA
CRD#: 104555
ST. PETERSBURG, FL
Current
November 22, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3000 Bayport Dr - Ste 800, Tampa, FL 33607-8402BD
CRD#: 7784
TAMPA, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TAMPA, FL
Past
December 2, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
TAMPA, FL
Past
September 13, 2013 - November 19, 2013
SYNOVUS SECURITIES, INC.
RIA
CRD#: 14023
CLEARWATER, FL
Past
September 11, 2013 - November 19, 2013
SYNOVUS SECURITIES, INC.
BD
CRD#: 14023
CLEARWATER, FL
Past
May 4, 2012 - September 3, 2013
J.W. KORTH & COMPANY
RIA
CRD#: 26455
MIAMI, FL
Past
July 26, 2011 - September 3, 2013
J.W. KORTH & COMPANY
BD
CRD#: 26455
MIAMI, FL
Past
July 27, 2010 - July 22, 2011
WELLS FARGO SECURITIES, LLC
BD
CRD#: 126292
DES MOINES, IA
Past
June 11, 2009 - August 12, 2010
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
DELRAY BEACH, FL
Past
May 22, 2009 - August 12, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
DELRAY BEACH, FL
Past
June 15, 2006 - April 29, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
GAINESVILLE, FL
Past
May 15, 2006 - April 29, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
GAINESVILLE, 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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
Alabama(1/6/2023)
RR
Alaska(11/1/2023)
RR
Arizona(11/17/2020)
RR
Arkansas(11/1/2023)
RR
California(7/27/2015)
RR
Colorado(9/6/2017)
RR
Connecticut(1/5/2016)
RR
Delaware(11/1/2023)
RR
District of Columbia(2/12/2021)
RR
Florida(11/22/2013)
IAR
Florida(3/31/2025)
RR
Georgia(1/5/2016)
RR
Hawaii(10/8/2021)
RR
Idaho(11/1/2023)
RR
Illinois(1/9/2017)
RR
Indiana(2/12/2021)
RR
Iowa(1/5/2016)
RR
Kansas(11/1/2023)
RR
Kentucky(1/10/2017)
RR
Louisiana(1/12/2021)
RR
Maine(8/8/2020)
RR
Maryland(11/17/2020)
RR
Massachusetts(2/12/2021)
RR
Michigan(1/2/2015)
RR
Minnesota(3/4/2022)
RR
Mississippi(1/12/2021)
RR
Missouri(9/11/2017)
RR
Montana(11/1/2023)
RR
Nebraska(11/1/2023)
RR
Nevada(11/1/2023)
RR
New Hampshire(8/7/2019)
RR
New Jersey(1/12/2021)
RR
New Mexico(11/1/2023)
RR
New York(1/2/2015)
RR
North Carolina(1/6/2023)
RR
North Dakota(11/1/2023)
RR
Ohio(2/15/2021)
RR
Oklahoma(8/8/2020)
RR
Oregon(1/12/2021)
RR
Pennsylvania(4/23/2020)
RR
Puerto Rico(11/1/2023)
RR
Rhode Island(1/12/2021)
RR
South Carolina(9/6/2017)
RR
South Dakota(11/1/2023)
RR
Tennessee(1/2/2015)
RR
Texas(11/22/2013)
IAR
Texas(3/31/2025)
RR
Utah(11/1/2023)
RR
Vermont(11/1/2023)
RR
Virgin Islands(11/1/2023)
RR
Virginia(1/4/2019)
RR
Washington(2/12/2021)
RR
West Virginia(8/13/2021)
RR
Wisconsin(9/6/2017)
RR
Wyoming(11/1/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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 |
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President Private Wealth Management AdvisorCRD#: 104555St. Petersburg, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
