Timothy Brann, financial advisor Jupiter FL
96 score

Timothy Brann

CRD Number: 3121105
Current Firm: Slatestone Wealth LLC

Timothy Brann (CRD# 3121105) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Slatestone Wealth, LLC Jupiter, FL Oct 2017 - Current < 1
Unemployed Fort Worth, TX Dec 2016 - Sep 2017 < 1
Bp Wealth Management, LLC Plano, TX Oct 2014 - Nov 2016 2
Banyan Partners, LLC Palm Beach Gardens, FL Jun 2012 - Sep 2014 2
Shamrock Asset Management Dallas, TX Jan 2010 - Jun 2012 2
Faculty Advisors, Inc. Keller, TX Apr 2009 - Jan 2010 < 1
Fidelity Brokerage Services, Inc. Salt Lake City, UT Jun 1998 - Feb 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
Contact Info for Timothy M. Brann
Phone Number: 561-244-2504
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    221
    MILLIONS
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $275,635
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, NC, NJ, NY, OH, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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