Timothy A. Kecken
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
SAN JOSE, CA
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CRD#: 5240580
Professional summary
Timothy A. Kecken, CFP®, who also goes by Timothy A Kecken, Timothy Alan Kecken, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Jose, California and FIDELITY BROKERAGE SERVICES LLC located in Palo Alto, California.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Timothy has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Biography
My passion for helping our clients work towards their goals and use their wealth for the good of the people, and the causes they care about, always sets my course. By starting with a deep understanding of what is most important to you and your family, and then leveraging Fidelity's full breadth of resources, including a team of specialists, we work in concert with our clients to build customized wealth management strategies designed for the growth, preservation, and transfer of their wealth.
Question & Answer
What is your minimum asset requirement?
5M
Are you a "fiduciary"?
Yes
Aliases
Timothy A Kecken | Timothy Alan Kecken
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 Timothy A. Kecken'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: 2010
Education
University of North Florida
Master of Business Administration (MBA) - Finance
2008
University of North Florida
Bachelor of Arts (BA) - Marketing
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 251 University Avenue, Palo Alto, CA 94301RIA
CRD#: 104555
SAN JOSE, CA
Current
December 13, 2006 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 251 University Avenue, Palo Alto, CA 94301BD
CRD#: 7784
Palo Alto, CA
Past
August 21, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN JOSE, CA
Past
July 13, 2018 - August 20, 2018
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN JOSE, CA
Past
September 18, 2009 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DENVER, CO
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(10/12/2021)
RR
Alaska(10/15/2021)
RR
Arizona(10/22/2021)
RR
Arkansas(10/11/2021)
RR
California(7/11/2018)
IAR
California(3/31/2025)
RR
Colorado(10/11/2021)
RR
Connecticut(10/12/2021)
RR
Delaware(10/15/2021)
RR
District of Columbia(10/15/2021)
RR
Florida(10/11/2021)
RR
Georgia(10/9/2021)
RR
Hawaii(10/11/2021)
RR
Idaho(10/12/2021)
RR
Illinois(10/12/2021)
RR
Indiana(10/14/2021)
RR
Iowa(10/12/2021)
RR
Kansas(10/11/2021)
RR
Kentucky(10/11/2021)
RR
Louisiana(10/11/2021)
RR
Maine(10/12/2021)
RR
Maryland(10/12/2021)
RR
Massachusetts(7/11/2018)
RR
Michigan(10/12/2021)
RR
Minnesota(10/11/2021)
RR
Mississippi(10/11/2021)
RR
Missouri(10/12/2021)
RR
Montana(10/12/2021)
RR
Nebraska(10/12/2021)
RR
Nevada(10/15/2021)
RR
New Hampshire(10/20/2021)
RR
New Jersey(10/12/2021)
RR
New Mexico(10/11/2021)
RR
New York(10/9/2021)
RR
North Carolina(10/11/2021)
RR
North Dakota(10/11/2021)
RR
Ohio(10/12/2021)
RR
Oklahoma(10/11/2021)
RR
Oregon(10/26/2021)
RR
Pennsylvania(10/12/2021)
RR
Puerto Rico(10/14/2021)
RR
Rhode Island(10/12/2021)
RR
South Carolina(10/11/2021)
RR
South Dakota(10/15/2021)
RR
Tennessee(10/11/2021)
RR
Texas(7/12/2018)
IAR
Texas(3/31/2025)
RR
Utah(2/22/2007)
RR
Vermont(10/11/2021)
RR
Virgin Islands(10/12/2021)
RR
Virginia(10/13/2021)
RR
Washington(10/20/2021)
RR
West Virginia(10/21/2021)
RR
Wisconsin(10/15/2021)
RR
Wyoming(10/11/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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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#: 104555San Jose, CATRUST BUT VERIFY
Monitor Timothy Kecken
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
