Timothy Fannin is a registered investment advisor at Cadalyst, LLC, based in Sarasota, FL, with 20 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 7 clients with $2.7M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$2.7M
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Location
Sarasota, FL
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Regulatory History (1)
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Regulatory
February 2017Final
Employment History
Current Registrations
Cadalyst, LLC
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Datamind Advisors, LLC
April 2016 - December 2019 · 3 yrs 8 mos
UBS Financial Services INC.
November 2010 - February 2016 · 5 yrs 3 mos
UBS Financial Services INC.Broker
November 2010 - February 2016 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2005 - November 2010 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2005 - November 2010 · 5 yrs 7 mos
State Registrations1 state
FL
Advisor
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.