Timothy TaussigCRD Number: 1194552
Current Firm: Epoch Investment Partners, Inc.
Timothy Taussig (CRD# 1194552) is an Investment Advisor Representative working at Epoch Investment Partners, Inc. in New York, NY and has over 21 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Epoch Investment Partners, Inc.||New York, NY||Jun 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1995|
|S65||NASAA Investment Advisors Law Examination||Jun 1995|
Total Assets Under Management41,918MILLIONS
Total Number of Accounts211ACCOUNTS
Average Account Value$198,664,430
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DE, MD, MI, NJ, NY, PA, TX, VA, VI
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