Timothy Dabrieo, financial advisor Portsmouth NH
93 score

Timothy Dabrieo

CRD Number: 5408102
Current Firm: Waddell & Reed

Timothy Dabrieo (CRD# 5408102) is an Investment Advisor Representative working at Waddell & Reed in Portsmouth, NH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Greater Portsmouth Chamber Of Commerce Portsmouth, NH Sep 2015 - Current 1
Hr State Council Of New Hampshire Manchester, NH Jan 2015 - Current 1
Hr State Council Of New Hampshire Manchster, NH Jul 2012 - Current 4
Portsmouth Chamber Of Commerce Portsmouth, NH Jul 2012 - Current 4
Cash Coalition Of Southeastern New Hampshire Portsmouth, NH Sep 2011 - Current 5
Seacoast Human Resources Association North Hampton, NH Dec 2010 - Current 6
Various Insurance Carriers For W & R Insurance Agencies Nottingham, NH Nov 2007 - Current 9
Waddell & Reed, Inc. Portsmouth, NH Aug 2007 - Current 9
Toys R Us Wayne, NJ Jun 1998 - Jul 2007 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Timothy G. Dabrieo
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • ME
  • NH
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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