Timothy G. Stuntz
STRATEGIC ADVISERS LLC | Financial Consultant
AUSTIN, TX
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CRD#: 7015639
Professional summary
Timothy Guy Stuntz, who also goes by Tj Stuntz, Timothy Guy Stuntz Jr, Timothy Guy Stuntz, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Austin, Texas and FIDELITY BROKERAGE SERVICES LLC located in Austin, Texas.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Timothy has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
I find passion in working one on one with individuals and their families to determine appropriate plans to better their financial position. Through my collaborative hands on approach, my attention to detail, and overall dedication to financial planning -- I meet you where you are, and partner with you to make progress towards your financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tj Stuntz | Timothy Guy Stuntz Jr | Timothy Guy Stuntz
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 Guy Stuntz'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
University of Wisconsin Colleges
Bachelor of Business Administration - Finance
2018
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 405 N Lamar Blvd, Austin, TX 78703-5409RIA
CRD#: 104555
AUSTIN, TX
Current
April 12, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 405 N Lamar Blvd, Austin, TX 78703-5409BD
CRD#: 7784
Austin, TX
Past
September 13, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
EDINA, MN
Past
December 19, 2018 - February 5, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
MINNEAPOLIS, MN
Past
November 13, 2018 - February 5, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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(4/12/2019)
RR
California(5/19/2021)
RR
Colorado(9/29/2023)
RR
District of Columbia(9/23/2025)
RR
Florida(4/12/2019)
RR
Georgia(9/23/2025)
RR
Indiana(7/19/2024)
RR
Kentucky(9/23/2025)
RR
Louisiana(11/4/2022)
RR
Massachusetts(9/23/2025)
RR
Michigan(9/23/2025)
RR
Minnesota(1/29/2021)
RR
New Mexico(1/12/2021)
RR
New York(10/30/2020)
RR
North Carolina(9/23/2025)
RR
Oklahoma(1/12/2021)
RR
Oregon(10/22/2025)
RR
Pennsylvania(1/6/2024)
RR
Texas(6/3/2020)
IAR
Texas(3/31/2025)
RR
Utah(9/9/2022)
RR
Virginia(9/22/2021)
RR
Washington(9/29/2023)
RR
Wisconsin(3/25/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/13/2018
General Securities Representative ExaminationGeneral 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Austin, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
