Timothy Maher
Timothy Maher is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Hauppauge, NY, with 27 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
150 Motor Parkway, Suite 200, Hauppauge, NY, 11788
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2015Other Business Activities
Timothy is the Investment Committee Chair for The Bridges Academy endowment fund, starting in 2022. He spends minimal time reviewing investment advisor performance and monitoring adherence to the IPS.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLCBroker
Ngam Distribution, L.P.Broker
Evergreen Investment Services, INC.Broker
State Registrations7 states
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
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