Timothy Ryan (CRD# 4805834) is an Investment Advisor Representative working at Alpenglow Advisors LLC in Killington, VT and has over 19 years of experience in the finance industry.
CRD# 4549814
Granite Value Capital, LLC
CRD# 4171657
Summit Wealth Group LLC
CRD# 5343486
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alpenglow Advisors LLC | Middletown, NJ | Oct 2019 - Current | 4 |
| Personal Capital Advisors | San Francisco, CA | Nov 2018 - Sep 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills, NJ | May 2017 - Nov 2018 | 1 |
| Bank Of America, N.a. | Short Hills, NJ | May 2017 - Nov 2018 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Oct 2015 - May 2017 | 1 |
| Morgan Stanley Smith Barney | Red Bank, NJ | Jun 2009 - May 2017 | 7 |
| Morgan Stanley & Company, Incorporated | Red Bank, NJ | Mar 2008 - May 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2004 |
- CA
- NJ
- VT
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$255,292
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NJ, VT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.