Edgewood, WA Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

2

Of 17,005 advisors across 1,872 offices

Location

Edgewood WA

Advisors at this office

2

Advisors at this office

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Timothy M

Series 66

Edgewood, WA

Fidelity

Timothy Mayorov is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Fidelity. His career includes various roles within Fidelity and its subsidiaries since 2018, along with prior work at Becu and the University of Washington Tacoma. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model portfolios to intermediary platforms.

Charitable giving & philanthropy Active portfolio management

Douglas S

Series 63, Series 66

Edgewood, WA

Fidelity

Doug Stucki is Vice President and Executive Planning Consultant at Fidelity Investments, where he has been employed since 2003. He has held various roles within the company, including Director of Retirement Planning from 2012 to 2021, Senior Account Executive from 2006 to 2012, and Account Executive from 2003 to 2006. Doug holds a California insurance license and focuses on connecting with clients to build financial plans that help them progress toward their goals. He aims to simplify the financial planning process and create an enjoyable experience that empowers clients to feel confident about their financial future. Outside of his professional work, Doug enjoys biking, cooking and baking, gardening, hiking, outdoor adventures, and running.

Retirement income strategy Income planning General retirement planning
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