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Timothy D
Series 63, Series 66
Hampshire, IL
Fidelity
Timothy Doherty is a financial advisor at Fidelity with six years of industry experience. He previously worked at Grosvenor Capital Management from 2015 to 2019 before joining Fidelity. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and its incorporation of AI and algorithmic techniques in research.
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