TM
TM

Timothy Mceneny

33 Years of Experience
Red Bank, NJ
3 DisclosuresBrokerSells Insurance

Timothy Mceneny is a registered investment advisor at Garden State Investment Advisory Services, LLC, based in Red Bank, NJ, with 33 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,122 clients with $560M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,122 clients
Average Client Portfolio
$265K average
Assets Under Management
$561.5M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $3.0M1.25%
$3M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

328 Newman Springs Road, Red Bank, NJ, 07701

Get directions

History

Regulatory History (3)
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.
Regulatory
January 2012
Final
Employment Separation After Allegations
March 2010
Customer Dispute
November 2009
Settled
Other Business ActivitiesSells Insurance

Timothy works as a sports official, dedicating a few hours per week. He also owns TMAC Financial Services, Inc., set up to pay branch bills, and organizes youth sports clinics through Big Shot Hoops, dedicating minimal time to each.

Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
February 2016 - Present · 10 yrs 3 mos
Garden State Securities, INC.Broker
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
Paulson Investment Company, INC.Broker
September 2002 - March 2010 · 7 yrs 6 mos
Schneider Securities, INC.Broker
December 2001 - September 2002 · 9 mos
Global Capital Securities CorporationBroker
April 1995 - December 2001 · 6 yrs 8 mos
H.J. Meyers & CO., INC.Broker
August 1994 - May 1995 · 9 mos
Westfield Financial CorporationBroker
August 1994 - August 1994 · 0 mos
Hibbard Brown & CO., INC.Broker
January 1993 - September 1994 · 1 yr 8 mos
Thomas James Associates, INC.Broker
August 1992 - January 1993 · 5 mos
State Registrations12 states
CACTFLGAMAMDMINJNYPARIVA
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.
Timothy Mceneny - Financial Advisor | TrueAdvisor