TM
PFS
TM
PFS

Timothy Maclellan

29 Years of Experience
Hingham, MA
BrokerSells Insurance

Timothy Maclellan is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Hingham, MA, with 29 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

175 Derby Street, Suite 40, Hingham, MA, 02043

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Timothy is a CPA partner at a CPA firm since 1980, dedicating nearly full-time hours. He is also a member of Derby Financial Group, LLC and sells fixed insurance products, including long-term care, dedicating minimal time to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 1998 - Present · 27 yrs 9 mos
Cetera Financial Specialists LLCBroker
February 1998 - Present · 28 yrs 3 mos
Previous Registrations
Terra Securities CorporationBroker
February 1998 - March 1998 · 1 mo
North American Financial Group, INC.Broker
February 1997 - March 1998 · 1 yr 1 mo
State Registrations2 states
AZMA
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.