Timothy Landis, financial advisor Pittsburgh PA
100 score

Timothy Landis

CRD Number: 5456258
Current Firm: Coy Capital Management
Timothy Landis (CRD# 5456258) is an Investment Advisor Representative working at Coy Capital Management in Pittsburgh, PA and has over 9 years of experience in the finance industry.
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Company Name Location Dates Years
Trustmont Financial Group, Inc. Greensburg, PA Nov 2015 - Current 2
Coy Capital Management, Inc. 300 Penn Center Blcd, Suite 303, PA Nov 2015 - Current 2
Pnc Investments New Kensington, PA Jul 2012 - Nov 2015 3
Mdt Advisers, A Division Of Federated Mdta LLC Boston, MA Jan 2011 - Jul 2012 1
Federated Global Investment Management Corp New York, NY Jan 2011 - Jul 2012 1
Federated Investment Counseling Pittsburgh, PA Jan 2008 - Jul 2012 4
Federated Securities Corp Pittsburgh, PA Nov 2007 - Jul 2012 4
Federated Investors Inc. Pittsburgh, PA Nov 2007 - Jul 2012 4
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jan 2008
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Timothy D. Landis
By the Numbers
  • Total Assets Under Management
    44
    MILLIONS
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $195,556
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

PA

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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