Timothy Griffith, financial advisor Covington KY
90 score

Timothy Griffith

CRD Number: 6120762
Current Firm: Strategic Advisers, Inc.

Timothy Griffith (CRD# 6120762) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Covington, KY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services Covington, KY Sep 2012 - Current 4
Unemployed Grosse Pointe, MI Jun 2012 - Sep 2012 < 1
Srg Global Evansville, IN Jun 2012 - Jun 2012 < 1
Unemployed Grosse Pointe, MI May 2012 - Jun 2012 < 1
University Of Dayton Dayton, OH Aug 2008 - May 2012 3
Srg Global Newbern, TN Jun 2011 - Aug 2011 < 1
Srg Global Warren, MI May 2010 - Aug 2010 < 1
Grosse Pointe Yacht Club Grosse Pointe, MI May 2009 - Aug 2009 < 1
Grosse Pointe Yacht Club Grosse Pointe, MI May 2008 - Aug 2008 < 1
Grosse Pointe South High School Grosse Pointe, MI Sep 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Timothy N. Griffith
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • 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, 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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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