Timothy J. Woodward
STRATEGIC ADVISERS LLC | Financial Consultant
WHITINSVILLE, MA
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CRD#: 5357882
Professional summary
Timothy J. Woodward, who also goes by Timothy John Woodward, Timothy Woodward, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Whitinsville, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Shrewsbury, Massachusetts.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Timothy has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Working with Fidelity provides you access to our trusted brand, to our advanced technology, to our approachable financial planning insights, and to me and my team. My commitment is to help you develop and implement your wealth management strategy that works towards benefiting you and your family now and in years to come.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Timothy John Woodward | Timothy Woodward
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 J. Woodward'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®
NoneEducation
Becker College
Bachelor of Arts (BA) - Business Management
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 571 Boston Turnpike Suite 2, Shrewsbury, MA 01545RIA
CRD#: 104555
WHITINSVILLE, MA
Current
June 23, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 571 Boston Turnpike Suite 2, Shrewsbury, MA 01545BD
CRD#: 7784
SHREWSBURY, MA
Past
August 11, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SHREWSBURY, MA
Past
November 28, 2018 - June 17, 2020
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Chestnut Hill, MA
Past
November 28, 2018 - June 17, 2020
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Chestnut Hill, MA
Past
March 7, 2016 - November 23, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
LINCOLN, RI
Past
January 29, 2016 - November 23, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
LINCOLN, RI
Past
March 3, 2011 - January 4, 2016
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC
BD
CRD#: 28262
BOSTON, MA
Past
June 9, 2008 - May 1, 2009
NYLIFE SECURITIES LLC
BD
CRD#: 5167
WORCESTER, MA
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
Arizona(3/25/2023)
RR
California(12/1/2023)
RR
Connecticut(6/23/2020)
RR
Florida(9/1/2021)
RR
Illinois(2/16/2021)
RR
Maine(6/21/2024)
RR
Massachusetts(6/23/2020)
IAR
Massachusetts(3/31/2025)
RR
Missouri(10/11/2022)
RR
New Hampshire(6/23/2020)
RR
New Jersey(1/8/2021)
RR
New York(2/16/2021)
RR
North Carolina(10/4/2021)
RR
Ohio(9/29/2023)
RR
Pennsylvania(12/5/2023)
RR
Rhode Island(6/23/2020)
RR
South Carolina(9/29/2023)
RR
Texas(12/2/2021)
IAR
Texas(3/31/2025)
RR
Vermont(6/23/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
Financial ConsultantCRD#: 104555Whitinsville, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
