Timothy Reidy, financial advisor Carmel IN

Timothy Reidy

CRD Number: 1017829
Current Firm: On Investment Management Co

Timothy Reidy (CRD# 1017829) is an Investment Advisor Representative working at On Investment Management Co in Carmel, IN and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Nov 2009 - Current 14
Ohio National Life Insurance Company Cincinnati, OH Aug 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination May 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Timothy P. Reidy
Phone Number: 855-262-0913
Firm Website: https://www.onesco.net/
Registered State(s):
  • CA
  • FL
  • IN
  • NV
  • NC
  • OH
By the Numbers
  • Total Assets Under Management
    2,078
    MILLIONS
  • Total Number of Accounts
    12,239
    ACCOUNTS
  • Average Account Value
    $169,824
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
  • Selection of other advisers (including private fund managers)
  • 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, WY

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