Timothy Duggan, financial advisor Rockland MA

Timothy Duggan

CRD Number: 6820035
Current Firm: Stratos Wealth Advisors LLC

Timothy Duggan (CRD# 6820035) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Rockland, MA and has over 5 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Stratos Wealth Advisors, LLC Rockland, MA Apr 2019 - Current 4
Bank Of America, N.a. Hingham, MA Feb 2018 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham, MA Jun 2017 - Current 6
Fairfield University Fairfield, CT Sep 2016 - May 2017 < 1
Fairfield University Fairfield, CT Nov 2015 - Mar 2017 1
Equity Residential Boston, MA Jun 2016 - Aug 2016 < 1
Fairfield University Fairfield, CT Sep 2015 - May 2016 < 1
North Bridge Waltham, MA Dec 2015 - Jan 2016 < 1
Fairfield University Fairfield, CT Sep 2012 - Jun 2015 2
Spring Valley Country Club Sharon, MA Jun 2010 - Aug 2014 4
Palace Entertainment Holdings Calverton, NY Jun 2014 - Jul 2014 < 1
Honeybaked Ham Norwood, MA Dec 2013 - Jan 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Timothy Duggan
Phone Number: (440) 519-2500
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    3,549
    MILLIONS
  • Total Number of Accounts
    12,212
    ACCOUNTS
  • Average Account Value
    $290,650
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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