Timothy Condon, financial advisor Albany NY

Timothy Condon

CRD Number: 4127083
Current Firm: Charles Schwab & Company, Inc.

Timothy Condon (CRD# 4127083) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Albany, NY and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Albany, NY Sep 2021 - Current 2
Charles Schwab Bank, Ssb Albany, NY Sep 2021 - Current 2
Unemployed Albany, NY Jun 2021 - Sep 2021 < 1
J.p. Morgan Securities, LLC Albany, NY Oct 2019 - Jun 2021 1
J.p. Morgan Chase Bank, N.a. Albany, NY Sep 2019 - Jun 2021 1
Key Investment Services LLC Cohoes, NY Oct 2017 - Sep 2019 1
Unemployment Albany, NY Mar 2017 - Oct 2017 < 1
Mecer Allied Company, LP Latham, NY Jun 2016 - Mar 2017 < 1
Ayco-a Goldman Sachs Company Saratoga, NY Sep 2006 - Mar 2017 10
Goldman, Sachs & Company Latham, NY Sep 2006 - Jun 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S66 NASAA Uniform Combined State Law Examination Feb 2008
S65 NASAA Investment Advisors Law Examination May 2022
Contact Info for Timothy O. Condon
Phone Number: 415-667-7000
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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