Timothy Gaulin, financial advisor Shelburne Falls MA

Timothy Gaulin

CRD Number: 7645144
Current Firm: Wellington Shields & Company, LLC

Timothy Gaulin (CRD# 7645144) is an Investment Advisor Representative working at Wellington Shields & Company, LLC in Shelburne Falls, MA and has 1 year of experience in the finance industry.

Similar Advisors
Robert Adams, financial advisor Shelburne Falls MA
Robert Adams
CRD# 6593537
Edward Jones
Similar Advisors
Spencer Adams, financial advisor Shelburne Falls MA
Spencer Adams
CRD# 7047829
Edward Jones
Similar Advisors
Glenn Allan, financial advisor Shelburne Falls MA
Glenn S. Allan
CRD# 2355947
Capital Analysts
Company Name Location Dates Years
Riverside Fitness Shelburne Falls, MA Sep 2016 - Current 7
West County Cider Colrain, MA Sep 2019 - Sep 2021 2
Bennett Family Eye Doctor Belmont, MA Jul 2015 - Aug 2016 1
Northeastern University Boston, MA Sep 2010 - May 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2022
Contact Info for Timothy Gaulin
Phone Number: 212-320-3000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    409
    MILLIONS
  • Total Number of Accounts
    493
    ACCOUNTS
  • Average Account Value
    $829,054
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CT, DC, DE, FL, GA, MA, MD, NC, NJ, NY, PA, TX, VA, VT

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.