TD
TD
Timothy Davis
19 Years of Experience
Honolulu, HI
Broker
Timothy Davis is a registered investment advisor at Cetera Investment Advisers LLC, based in Honolulu, HI, with 19 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
300 N Beretania Street, Honolulu, HI, 96817
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Regulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2025 - Present · 10 mos
Cetera Investment Services LLCBroker
June 2025 - Present · 11 mos
Previous Registrations
Ima Advisory Services, INC.
May 2024 - April 2025 · 11 mos
E*trade Capital Management, LLC
February 2018 - August 2023 · 5 yrs 6 mos
E*trade Securities LLCBroker
February 2018 - August 2023 · 5 yrs 6 mos
E*trade Capital Management, LLC
January 2015 - January 2017 · 2 yrs
E*trade Securities LLCBroker
January 2015 - January 2017 · 2 yrs
Morgan Stanley
March 2010 - August 2014 · 4 yrs 5 mos
Morgan StanleyBroker
March 2010 - August 2014 · 4 yrs 5 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2010 · 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2010 · 7 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
Charles Schwab & CO., INC.Broker
August 2007 - December 2008 · 1 yr 4 mos
Charles Schwab & CO., INC.
August 2007 - December 2008 · 1 yr 4 mos
Fidelity Investments Institutional Services Company, INC.Broker
November 2006 - July 2007 · 8 mos
Strategic Advisers, INC.
August 2006 - July 2007 · 11 mos
Fidelity Brokerage Services LLCBroker
June 2004 - November 2006 · 2 yrs 5 mos
State Registrations1 state
HI
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.