Timothy Tymniak (CRD# 5251160) is an Investment Advisor Representative working at Cfo Capital Management, LLC in Fairfield, CT and has over 16 years of experience in the finance industry.
CRD# 2865203
Gamco Asset Management Inc.
CRD# 4188944
O'shaughnessy Asset Management, LLC
CRD# 1110398
New Edge Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Cruice Investment Advisors, Ltd. | Westport, CT | Sep 2006 - Current | 18 |
United Planners Financial Services Of America | Scottsdale, AZ | Dec 2017 - Feb 2021 | 3 |
Westport Resources Investment Services, Inc. | Westport, CT | Nov 2006 - Dec 2017 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- CT
-
Total Assets Under Management187MILLIONS
-
Total Number of Accounts517ACCOUNTS
-
Average Account Value$362,527
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CT, FL, KS
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