Timothy Portelance is a registered investment advisor, based in Stamford, CT, with 33 years of industry experience.
Location
400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is involved in several business activities, including owning rental real estate, serving as an officer for a homeowner's association, and owning multiple LLCs. He dedicates about half his time to FSP Enterprise, LLC.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Elan Wealth Management, L.L.C.
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Edward Jones
Edward JonesBroker
Planco Financial Services, INC.Broker
First Union Brokerage Services, INC.Broker
J.C. Bradford & CO.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations7 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.