Timothy Cunningham
Timothy Cunningham is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in White Plains, NY, with 24 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,126 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.
Location
925 Westchester Ave., Suite Ll-01, White Plains, NY, 10604
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
June 2020Customer Dispute
May 2020Other Business Activities
Timothy works as a stagehand for the New York City Ballet, dedicating about 10-20% of his time. He also acts as a POA/agent for a family member, spending minimal time on investment-related activities.
Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.Broker
Benjamin F. Edwards & Company, Incorporated
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Allstate Financial Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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.