Timothy Pynchon (CRD# 1233233) is an Investment Advisor Representative working at Inscription Capital, LLC in Winchester, MA and has over 27 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Celadon Financial Group, LLC | Chatham, NJ | Nov 2022 - Current | 1 |
| Inscription Capital, LLC | Winchester, MA | Sep 2021 - Current | 2 |
| Blue Heron Infrastructure, Inc. | Winchester, MA | Sep 2021 - Current | 2 |
| Blue Heron Structured Finance, Inc. | Winchester, MA | Sep 2021 - Current | 2 |
| Principal Street Advisors | Boston, MA | Sep 2016 - Sep 2021 | 5 |
| Oppenheimer & Company Inc. | Boston, MA | May 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
- MA
-
Total Assets Under Management1,277MILLIONS
-
Total Number of Accounts1,203ACCOUNTS
-
Average Account Value$1,061,275
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, LA, MA, MO, NY, PR, TN, TX, WA
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