Timothy DenehyCRD Number: 6320023
Current Firm: Advocacy Wealth Management, LLC
Timothy Denehy (CRD# 6320023) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Enfield, CT and has 1 year of experience in the finance industry. Timothy Denehy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Garrett Investment Advisors, LLC
Cambridge Investment Research Advisors, Inc.
|Advocacy Wealth Management Services, LLC||Atlanta, GA||Mar 2012 - Current||6|
|First Capital Trust||Enfield, CT||Oct 2011 - Mar 2012||< 1|
|Halpern Group||Enfield, CT||Oct 2008 - Oct 2011||3|
|Massmutual Trust Company||Enfield, CT||Jun 2003 - Oct 2008||5|
Total Assets Under Management571MILLIONS
Total Number of Accounts949ACCOUNTS
Average Account Value$601,260
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CT, DE, FL, GA, HI, KY, LA, MA, MN, MS, NC, NY, OH, PA, SC, SD, TN, TX, UT, VA, VT, WI, WV
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