Timothy Carley (CRD# 6961069) is an Investment Advisor Representative working at Amundi Asset Management Us, Inc. in Boston, MA and has over 3 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amundi Pioneer Distributor, Inc. | Boston, MA | Dec 2019 - Current | 4 |
| Mml Investors Services | Boston, MA | Aug 2019 - Dec 2019 | < 1 |
| Mass Mutual Life Insurance Company | Boston, MA | Jul 2019 - Dec 2019 | < 1 |
| Norwich University | Northfield, VT | Aug 2015 - May 2019 | 3 |
| Rocky Point Marina | Redondo Beach, CA | May 2018 - Aug 2018 | < 1 |
| Madrid Retirement Advisors | Manhattan Beach, CA | May 2018 - Aug 2018 | < 1 |
| Shaw's Supermarket | Montpelier, VT | Oct 2016 - May 2018 | 1 |
| Interstate Navigation | Narragansett, RI | May 2016 - Aug 2017 | 1 |
| Fishburne Military School | Waynesboro, VA | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2020 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- MA
-
Total Assets Under Management99,749MILLIONS
-
Total Number of Accounts260ACCOUNTS
-
Average Account Value$383,651,419
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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