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Timothy Erday

30 Years of Experience
Chatham, NJ
Broker

Timothy Erday is a registered investment advisor at Wells Fargo Advisors, based in Chatham, NJ, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

127 Main Street, [Office of Convenience], Chatham, NJ, 07928

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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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Other Business Activities

Timothy is involved in several investment-related activities, including managing a real estate holding company, holding ownership in Harbour Bridge Consultants, and serving as a trustee for multiple trusts and a 401k. He also dedicates minimal time to non-investment related activities such as being a notary and a finance committee member for a church.

Employment History
Current Registrations
Wells Fargo Advisors
April 2005 - Present · 21 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
March 2004 - Present · 22 yrs 2 mos
Wells Fargo Advisors Financial Network, LLC
March 2004 - Present · 22 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
October 1998 - April 2004 · 5 yrs 6 mos
UBS Financial Services INC.
October 1998 - April 2004 · 5 yrs 6 mos
Weatherly Securities CorporationBroker
December 1995 - November 1998 · 2 yrs 11 mos
State Registrations46 states
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.