Timothy Pashley
Timothy Pashley is a CFA-designated registered investment advisor at Madison Avenue Securities, LLC, based in Ocean View, NJ, with 37 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.
Fee Estimator
Location
1314 Route 9, Ocean View, NJ, 08230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is the Owner and President of PFS Capital Management, LLC and an Investment Advisor at Oxford Retirement Advisors, dedicating about a quarter of his time to each. He also provides accounting services for 1314 South Shore Road Associates, LLC, spending minimal time on this activity.
Employment History
Current Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Triad Advisors LLCBroker
Summit Financial Group INC
Cetera Investment Advisers LLC
Summit Brokerage Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Dalton Strategic Investment Services INC.Broker
Dalton Strategic Investment Services INC.Broker
Pashley Financial Services, INC.Broker
State Registrations11 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.
Exams
More Advisors
- Thomas Fitzpatrick, CFP, PFSMadison Avenue Securities, LLC
- Nichol Hoff, ChFCMadison Avenue Securities, LLC