Zachary Timm (CRD# 6822666) is an Investment Advisor Representative working at Park Avenue Securities LLC in Latham, NY and has over 6 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance Company | Latham, NY | Jul 2023 - Current | < 1 |
Park Avenue Securities | Latham, NY | Jul 2023 - Current | < 1 |
Citizens Securities, Inc. | Johnstown, NY | Nov 2019 - Jul 2023 | 3 |
Park Avenue Securities | Latham, NY | Dec 2018 - Nov 2019 | < 1 |
Guardian Life Insurance Company | Latham, NY | Oct 2018 - Nov 2019 | 1 |
Foresters Advisory Services | Latham, NY | Dec 2017 - Sep 2018 | < 1 |
Foresters Financial Services | Albany, NY | Oct 2017 - Sep 2018 | < 1 |
Foresters Financial Services | Latham, NY | Jun 2017 - Oct 2017 | < 1 |
Suny Oswego | Oswego, NY | Aug 2012 - May 2017 | 4 |
Empire Acquisition Team | Albany, NY | Jun 2016 - Sep 2016 | < 1 |
Schenectady Yacht Club | Rexford, NY | May 2015 - May 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
S63 | Uniform Securities State Law Examination | Jul 2017 |
- AZ
- CA
- CO
- CT
- FL
- GA
- MD
- MA
- MN
- NV
- NH
- NJ
- NM
- NY
- NC
- OH
- PA
- SC
- TX
- UT
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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