Timothy Finkelston
Timothy Finkelston is a registered investment advisor at Newedge Advisors, based in Columbia, MD, with 27 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
9841 Broken Land Pkwy Ste 120, Columbia, MD, 21046
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Timothy maintains active law licenses in Pennsylvania and Maryland but does not provide legal services. He also works with The Columbia Advisory Group, Columbia Benefits Consultants, Inc., EBH, Inc. dba Delta One Advisors, and NewEdge Advisors, spending about a quarter of his time on each of the advisory roles and a few hours per week prospecting for life insurance clients.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Intervest International, INC.
Intervest International Equities CorporationBroker
Conseco Securities, INC.Broker
State Registrations26 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.