Timothy Smith
Timothy Smith is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Georgetown, CT, with 36 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
73 Redding Rd, Georgetown, CT, 06829
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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 an independent insurance agent since 2013 and a brokerage manager with Georgetown Financial Group since 2012. He also works as a wholesaler for Amicor Enterprise Insurance Group, providing product education and sales support.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Tower Square Securities, INC.Broker
Metlife Securities INC.Broker
Metlife Investors Distribution CompanyBroker
Tower Square Securities, INC.Broker
State Registrations16 states
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