Timothy Denehy, financial advisor Enfield CT
90 score

Timothy Denehy

CRD 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.

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Professional Designations
Company Name Location Dates Years
Advocacy Wealth Management Services, LLC Atlanta, GA Mar 2012 - Current 4
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

Timothy Denehy has no recent exams reported.
Contact Info for Timothy J. Denehy
Phone Number: 800-633-2967
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    450
    MILLIONS
  • Total Number of Accounts
    819
    ACCOUNTS
  • Average Account Value
    $549,221
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 pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CT, DE, FL, GA, HI, KS, LA, MA, MS, NC, NY, OH, PA, SC, SD, TN, TX, VA, VT, WI, WV

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

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