Timothy McMahonCRD Number: 1866012
Current Firm: Cadaret Grant & Co Inc.
Timothy McMahon (CRD# 1866012) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Williamsville, NY and has over 28 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Cadaret, Grant & Company, Inc.||Williamsville, NY||Feb 2014 - Current||3|
|Irs - Us Treasury||Buffalo, NY||Oct 2005 - Current||12|
|Axa Advisors||New York, NY||Jan 2014 - Feb 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
|S63||Uniform Securities State Law Examination||Dec 1988|
Total Assets Under Management3,475MILLIONS
Total Number of Accounts18,688ACCOUNTS
Average Account Value$185,929
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV