Timothy Scanlan
Timothy Scanlan is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Ebensburg, PA, with 23 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
416 S. Center Street, Suite 1, Ebensburg, PA, 15931
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Timothy owns residential rental properties and manages commercial and residential rental property through SPG Ebensburg, LLC. He is also involved with the Ebensburg Youth League and the Ebensburg Main Street Partnership, dedicating a few hours per week to SPG Ebensburg, LLC and minimal time to the Ebensburg Main Street Partnership.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations30 states
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