Timothy L. Parker
STRATEGIC ADVISERS LLC | Financial Advisor
INKSTER, MI
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CRD#: 4895464
Professional summary
Timothy L Parker, who also goes by Timothy L Parker, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Inkster, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Ann Arbor, Michigan.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Timothy has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Timothy L Parker
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.
OBA-102489|OrgNmn:Parker Media Group LLC|Org Addr:Lakewood R,Florida,US|OBA Nature:LLC that will house book, film|Invst Rel:N|Title:Sole Proprietor|Duties:Mgr and content creator. writing and producing content for publication |StrtDt:09-16-23|TotHrs/mon:8|TrdHrs/mon:0|OBA-92810|OrgNmn:Big Brothers Big Sisters of The Sun Coast|Org Addr:Venice,Florida,US|OBA Nature:Provides one-to-one mentoring |Invst Rel:N|Title:Corporate Board Member|Duties:PROVIDE CHILDREN FACIING ADVERSITY WITH SUPPORT. RESPONSIBLE FOR SUPPORTING THE AGENCY'S MISSION, GOVERNANCE AND FISCAL OVERSIGHT|StrtDt:|TotHrs/mon:2|TrdHrs/mon:1|OBA-92813|OrgNmn:Parker Group Holding|Org Addr:Lakewood R,Florida,US|OBA Nature:Online clothing and assessorie|Invst Rel:N|Title:Partner|Duties:Updating and posting sale items online|StrtDt:12-20-18|TotHrs/mon:4|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Timothy L Parker'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
INKSTER, MI
Current
October 25, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 500 E. Eisenhower Pkwy, Ste 100, Ann Arbor, MI 48108BD
CRD#: 7784
Ann Arbor, MI
Past
November 4, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ANN ARBOR, MI
Past
March 22, 2019 - July 8, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
LAKEWOOD RANCH, FL
Past
March 22, 2019 - July 8, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
LAKEWOOD RANCH, FL
Past
October 1, 2012 - March 20, 2019
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
SARASOTA, FL
Past
October 1, 2012 - March 20, 2019
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
SARASOTA, FL
Past
September 19, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
SARASOTA, FL
Past
September 13, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
SARASOTA, FL
Past
January 19, 2010 - August 30, 2011
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
TAMPA, FL
Past
January 6, 2010 - August 30, 2011
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
TAMPA, FL
Past
December 6, 2007 - July 23, 2009
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
WAYNE, MI
Past
May 4, 2006 - July 23, 2009
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
WAYNE, MI
Past
September 26, 2005 - April 26, 2006
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
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
Florida(8/20/2024)
RR
Illinois(10/25/2022)
RR
Indiana(10/25/2022)
RR
Michigan(10/25/2022)
IAR
Michigan(3/31/2025)
RR
Ohio(10/26/2022)
IAR
Texas(3/31/2025)
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 AdvisorCRD#: 104555Inkster, MITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
