Timothy Halchuck (CRD# 2685823) is an Investment Advisor Representative working at Newedge Advisors in Youngstown, OH and has over 28 years of experience in the finance industry.
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Advisors, LLC | New Orleans, LA | Nov 2021 - Current | 2 |
| Mid Atlantic Capital Corporation | Cortland, OH | Jun 2010 - Current | 13 |
| Mid Atlantic Financial Management, Inc. | Cortland, OH | Jun 2010 - Current | 13 |
| Ami Benefit Plan Administrators, Inc. | Cortland, OH | Sep 2000 - Current | 23 |
| Ami Investment Advisory Services Inc. | Warren, OH | Jan 1997 - Current | 27 |
| Ami Insurance Agency Inc. | Warren, OH | May 1991 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2012 |
- FL
- NJ
- OH
- PA
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- 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)
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, VI, VT, WA, WI, WV, WY
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