TG
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Timothy Gaarder

40 Years of Experience
Morristown, NJ
Broker

Timothy Gaarder is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 40 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

305 Madison Avenue, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Timothy is a registered investment advisor with Investors Financial Group, LLC since 2010, spending nearly full-time on this. He also provides investment advisory services through Private Advisor Group, LLC, dedicating about three-quarters of his time to this activity.

Employment History
Current Registrations
Private Advisor Group, LLC
March 2022 - Present · 4 yrs 2 mos
LPL Financial LLC
September 2009 - Present · 16 yrs 8 mos
LPL Financial LLCBroker
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Investors Financial Group
January 2011 - July 2022 · 11 yrs 6 mos
LPL Financial LLC
September 2009 - April 2011 · 1 yr 7 mos
Mutual Service Corporation
April 2009 - September 2009 · 5 mos
Mutual Service CorporationBroker
March 1999 - September 2009 · 10 yrs 6 mos
Titan/value Equities Group, INC.Broker
March 1990 - March 1999 · 9 yrs
Royal Alliance Associates, INC.Broker
November 1989 - March 1990 · 4 mos
Integrated Resources Equity CorporationBroker
November 1988 - November 1989 · 1 yr
American Express Financial Advisors INC.Broker
May 1985 - December 1988 · 3 yrs 7 mos
Ids Financial Services INC.Broker
May 1985 - December 1986 · 1 yr 7 mos
State Registrations3 states
FLMNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.