Timothy Holk (CRD# 1219185) is an Investment Advisor Representative working at D'arcangelo Financial Advisors, LLC in North Chatham, NY and has over 39 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 4397867
Commonwealth Financial Network
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Exotic Hardwoods, LLC | Poughkeepsie, NY | Dec 2014 - Current | 9 |
| Mjtw Group LLC | Poughkeepsie, NY | Apr 2014 - Current | 10 |
| D'arcangelo Financial Advisors, LLC | Poughkeepsie, NY | Apr 2001 - Current | 23 |
| National Ltc Associates Limited | North Chatham, NY | Jan 1997 - Current | 27 |
| D'arcangelo Financial Advisor, LLC | Poughkeepsie, NY | Apr 2001 - Dec 2022 | 21 |
| Abacus Investment Advisory Servies, Inc. | North Chatham, NY | Apr 1996 - Dec 2019 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1984 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
CT, FL, NJ, NY
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