Timothy PlungisCRD Number: 6024288
Current Firm: Strategic Advisers, Inc.
Timothy Plungis (CRD# 6024288) is an Investment Advisor Representative working at Strategic Advisers, Inc. in West Hartford, CT and has over 5 years of experience in the finance industry.
Barron Financial Group, LLP
Lpl Financial LLC
|Fidelity Brokerage Services LLC||West Hartford, CT||Jun 2014 - Current||3|
|Bank Of America, N.a.||Nashua, NH||Nov 2013 - Jun 2014||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Nashua, NH||Oct 2013 - Jun 2014||< 1|
|Fidelity Investments||Merrimack, NH||Jan 2012 - Oct 2013||1|
|Tiffany & Company||Uncasville, CT||Jul 2011 - Jan 2012||< 1|
|General Strategies Corporation||Groton, CT||Mar 2011 - Jan 2012||< 1|
|Rose City Cycle||Bozrah, CT||Feb 2004 - Apr 2011||7|
|Planet Fitness||Groton, CT||Dec 2010 - Mar 2011||< 1|
|Tim Plungis For Connecticut||Groton, CT||Feb 2009 - Nov 2010||1|
|University Of Connecticut||Storrs, CT||Aug 2007 - May 2010||2|
|United States Coast Guard Academy||New London, CT||May 2007 - Oct 2009||2|
|Southern New Hampshire University||Manchester, NH||Oct 2006 - May 2007||< 1|
|Southern New Hampshire University||Manchester, NH||Sep 2006 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2012|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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