Timothy Mickey
Timothy Mickey is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Doylestown, PA, with 44 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
252 W Swamp Rd, Unit 28, Doylestown, PA, 18901
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Regulatory History (2)
Customer Dispute
September 2000Customer Dispute
August 2000Other Business Activities
Timothy is the VP of Aviso Financial, LLC, a broker-dealer holding company, and an advisor for both Aviso Financial Center and Aviso Wealth Management, spending full-time hours in these roles managing client portfolios and providing financial advice. He also dedicates minimal time as a representative for Aviso Tax Services, LLC, referring clients for tax preparation without compensation.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Aviso Wealth Management
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Aviso Wealth Management
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Monument Advisory Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dmg Securities, INC.Broker
F.N. Wolf & CO., INC.Broker
Sherwood Capital, INC.Broker
First Jersey Securities, INC.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.