TB
TB
Timothy Burdick
15 Years of Experience
Atlanta, GA
2 DisclosuresBroker
Timothy Burdick is a registered investment advisor at Cetera Investment Advisers LLC, based in Atlanta, GA, with 15 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...
Location
Atlanta, GA
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2023Final
Financial
October 2022Final
Other Business Activities
Timothy is a financial professional at Carolina Capital Management, a financial services firm, since December 2024. He dedicates nearly full-time hours to this role, including about 10-20% of his time during trading hours, providing financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2025 - Present · 1 yr 2 mos
Cetera Wealth Services, LLC
January 2025 - Present · 1 yr 4 mos
Cetera Wealth Services, LLCBroker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Banc of America Investment Services, INC.Broker
September 2003 - December 2005 · 2 yrs 3 mos
Pruco Securities CorporationBroker
March 2002 - December 2002 · 9 mos
Pruco Securities CorporationBroker
October 1989 - February 2001 · 11 yrs 4 mos
The Prudential Insurance Company of AmericaBroker
October 1989 - December 1993 · 4 yrs 2 mos
State Registrations3 states
GANCSC
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.