TC
TC

Timothy Cannuli

27 Years of Experience
Manasquan, NJ
BrokerSells Insurance

Timothy Cannuli is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Manasquan, NJ, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

200 Atlantic Avenue, Manasquan, NJ, 08736

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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 ActivitiesSells Insurance

Timothy sells life and disability insurance products as an agent for multiple companies. He also owns Lifepath Financial Services LLC, which supports his Raymond James branch, and is a real estate agent, and a passive investor in a shopping center and a bakery.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2009 - Present · 17 yrs 1 mo
Raymond James Financial Services, INC.Broker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2004 - May 2009 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2004 - May 2009 · 5 yrs 1 mo
Morgan Stanley
June 2002 - April 2004 · 1 yr 10 mos
Morgan Stanley Dw INC.Broker
June 1998 - April 2004 · 5 yrs 10 mos
State Registrations25 states
AKAZCACODCDEFLGAMAMDMEMNNCNHNJNYOHOKORPARISCTXUTVA
AdvisorBrokerBoth

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