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Timothy Finkelston

Newedge Advisors
27 Years of Experience
Columbia, MD
1 DisclosureBrokerSells Insurance
View SEC Summary
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Timothy Finkelston is a registered investment advisor at Newedge Advisors, based in Columbia, MD, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9841 Broken Land Pkwy Ste 120, Columbia, MD, 21046

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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
March 2009
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other 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
April 2024 - Present · 2 yrs 6 mos
LPL Financial LLCBroker
May 2011 - Present · 15 yrs 5 mos
LPL Financial LLC
May 2011 - Present · 15 yrs 5 mos
Previous Registrations
Intervest International, INC.
March 2002 - May 2011 · 9 yrs 2 mos
Intervest International Equities CorporationBroker
July 2001 - May 2011 · 9 yrs 10 mos
Conseco Securities, INC.Broker
October 1998 - August 2001 · 2 yrs 10 mos
State Registrations26 states
ALCACTDCDEFLGAIAINMAMDMIMNNCNENHNJNMNYOHOKPASCTXVAWA
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.
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