Timothy Hartzell, financial advisor Houston TX
96 score

Timothy Hartzell

CRD Number: 1044121
Current Firm: Sequent Asset Management, LLC

Timothy Hartzell (CRD# 1044121) is an Investment Advisor Representative working at Sequent Asset Management, LLC in Houston, TX and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sequent Distressed Opportunities, LLC Houston, TX Jun 2009 - Current 7
Sequent Intersec Funds Management, LLC Houston, TX Dec 2008 - Current 7
Sequent Asset Management, LLC Houston, TX Sep 2008 - Current 8
Legacy Asset Management Houston, TX Dec 2007 - Sep 2008 < 1
Kanaly Trust Company Houston, TX Jul 2002 - Nov 2007 5
Kanaly Trust Company Houston, TX Jul 2002 - Nov 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
Contact Info for Timothy S. Hartzell
Phone Number: 713-467-0008
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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