Timothy Sackett, financial advisor Kissimmee FL

Timothy Sackett

CRD Number: 2010125
Current Firm: Grove Point Advisors, LLC

Timothy Sackett (CRD# 2010125) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Kissimmee, FL and has over 34 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Grove Point Advisors, LLC Rockville, MD Apr 2021 - Current 2
Timothy W. Sackett Hbeck Inc. Weston, FL Jan 2021 - Current 3
Grove Point Investments, LLC Rockville, MD Dec 2020 - Current 3
Oppenheimer & Company Inc. Fort Lauderdale, FL Jun 2018 - Dec 2020 2
Horace Mann Investors, Inc. Springfield, IL Jun 2017 - Jun 2018 1
Horace Mann Companies Springfield, IL Jun 2017 - Jun 2018 1
Mml Investors Services, LLC Milwaukee, WI Mar 2017 - May 2017 < 1
Metropolitan Life Insurance Company Minnetonka, MN Nov 1998 - May 2017 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Timothy W. Sackett
Phone Number: 301-944-5900
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,927
    MILLIONS
  • Total Number of Accounts
    8,355
    ACCOUNTS
  • Average Account Value
    $230,614
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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