TS
TS

Timothy Seeger

28 Years of Experience
Tampa, FL
1 DisclosureBroker

Timothy Seeger is a registered investment advisor, based in Tampa, FL, with 28 years of industry experience.

Location

100 S. Ashley Drive, Suite 830, Tampa, FL, 33602

Get directions

History

Regulatory History (1)
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.
Customer Dispute
October 2008
Withdrawn
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2025 - Present · 7 mos
Concurrent Investment Advisors, LLC
October 2025 - Present · 7 mos
Previous Registrations
UBS Financial Services INC.
January 2014 - October 2025 · 11 yrs 9 mos
UBS Financial Services INC.Broker
January 2014 - October 2025 · 11 yrs 9 mos
Wells Fargo Advisors, LLC
February 2009 - January 2014 · 4 yrs 11 mos
Wells Fargo Advisors, LLCBroker
February 2009 - January 2014 · 4 yrs 11 mos
Citigroup Global Markets INC.Broker
January 1998 - March 2009 · 11 yrs 2 mos
State Registrations12 states
AZCTDEFLMAMDNJORPAUTVAWI
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 Seeger - Financial Advisor | TrueAdvisor