Michael Timofeeff, financial advisor Elmira NY
93 score

Michael Timofeeff

CRD Number: 5611528
Current Firm: Verity Asset Management

Michael Timofeeff (CRD# 5611528) is an Investment Advisor Representative working at Verity Asset Management in Elmira, NY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
New York Sport & Fitness Elmira, NY Jun 2014 - Current 2
Verity Investments, Inc. Durham, NC Jun 2011 - Current 5
Verity Asset Management, Inc. Durham, NC Sep 2008 - Current 8
Verity Financial Group Durham, NC Sep 2008 - Current 8
Binghamton University Binghamton, NY Jun 2000 - Jun 2014 14
Verity Investments, Inc. Durham, NC Sep 2008 - Jun 2011 2
Guthrie Health Care (healthworks) Corning, NY May 2007 - Sep 2008 1
Research Foundation Of Suny Binghamton, NY Jan 2002 - Aug 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Michael N. Timofeeff
Phone Number: 919-490-6717
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    417
    MILLIONS
  • Total Number of Accounts
    4,731
    ACCOUNTS
  • Average Account Value
    $88,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IL, KY, LA, MD, MI, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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