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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

TIMOTHY MCDERMOTT

Advisor at STRATEGIC ADVISERS LLC

HAWTHORNE, NY | GREENWICH, CT

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Search this name across graphsid dfx:ria:b76cf300-85ff-5b6e-3fe0-f18dfdb2e9c2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 2, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Nov 22, 2017
First registration: May 2, 2019
Dual registered: yes, broker-dealer
Other names: TJ McDermott
IAPD individual key: 6858386

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	HAWTHORNE, NY\|GREENWICH, CT	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 27, 2021	Mar 31, 2025	no	MERRIMACK, NH	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jun 24, 2019	Jun 4, 2021	no	NEW YORK, NY	Previous registration
FORESTERS ADVISORY SERVICES, LLC	Former SEC adviser	May 2, 2019	Jun 24, 2019	no	New York, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
CETERA INVESTMENT ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 4, 2021	Jul 27, 2021	53	Firm change	Ibd to ibd
FORESTERS ADVISORY SERVICES, LLC	CETERA INVESTMENT ADVISERS LLC	Jun 24, 2019	Jun 24, 2019	0	Bulk transfer	Ibd to ibd

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 27, 2021 to Mar 31, 2025factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jun 24, 2019 to Jun 4, 2021factForm ADV
→ FORESTERS ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
May 2, 2019 to Jun 24, 2019factForm ADV

Dated events

No dated event names this entity yet.