Timothy Rose, financial advisor Malvern PA

Timothy Rose

CRD Number: 7180900
Current Firm: Vanguard Advisers, Inc.

Timothy Rose (CRD# 7180900) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
The Vanguard Group, Inc. Malvern, PA Sep 2019 - Current 5
Unemployed Scranton, PA May 2019 - Sep 2019 < 1
Binghamton University Binghamton, NY Jun 2015 - May 2019 3
Scranton Prep Scranton, PA Sep 2011 - May 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2019
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Timothy C. Rose
Phone Number: 610-669-1000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    333,067
    MILLIONS
  • Total Number of Accounts
    804,462
    ACCOUNTS
  • Average Account Value
    $414,024
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY

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