Timothy J Mcgeeney

Brogan Financial

25 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Brogan Financial

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

761 clients

Average Client Portfolio

$701K average

Assets Under Management

$533.3M

Fee Structure

Location

2160 Lakeside Centre Way, Suite 102, Knoxville, TN, 37922

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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

May 2010

Settled

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Employment History

Current Registrations

Brogan Financial

December 2024 - Present · 1 yr 2 mos

Previous Registrations

Morgan StanleyBroker

October 2023 - August 2024 · 10 mos

Morgan Stanley

August 2023 - August 2024 · 1 yr

Meyer Capital Group

October 2002 - July 2023 · 20 yrs 9 mos

Morgan Stanley

August 2001 - August 2002 · 1 yr

Morgan Stanley Dw INC.Broker

August 2001 - August 2002 · 1 yr

UBS Painewebber INC.Broker

January 2000 - August 2001 · 1 yr 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.