TC
TC

Timothy Colosimo

32 Years of Experience
Bloomfield Hills, MI
Broker

Timothy Colosimo is a registered investment advisor at Raymond James & Associates, INC., based in Bloomfield Hills, MI, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

39400 Woodward Ave, Suite 150, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
March 2022 - Present · 4 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2009 - April 2022 · 12 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - April 2022 · 12 yrs 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2009 · 5 mos
Citigroup Global Markets INC.Broker
May 2002 - June 2009 · 7 yrs 1 mo
UBS Painewebber INC.Broker
March 1999 - June 2002 · 3 yrs 3 mos
New England SecuritiesBroker
February 1993 - January 1999 · 5 yrs 11 mos
State Registrations19 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Timothy Colosimo - Financial Advisor | TrueAdvisor