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Timothy Wong

1 Year of Experience
Darien, CT

Timothy Wong is a registered investment advisor at Raymond Street Advisers, based in Darien, CT, with 1 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Darien, CT

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History

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.

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Other Business Activities

Timothy is the founder of Raymond Street Advisers, an advisory firm focused on providing investment advice to institutional clients. This activity is investment-related.

Employment History
Current Registrations
Raymond Street Advisers
June 2024 - Present · 1 yr 11 mos
State Registrations1 state
CT
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.
Timothy Wong - Financial Advisor | TrueAdvisor