TC
TC

Timothy Collier

14 Years of Experience
New York, NY
Broker

Timothy Collier is a registered investment advisor at Cantor Fitzgerald Investment Advisors, based in New York, NY, with 14 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,286 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,286 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.75%
$1.0M - $10.0M0.60%
$10M+0.50%

Under certain circumstances, Cantor Fitzgerald Investment Advisors (CFIA) reserves the right to negotiate fees, which may result in different fees for similar investment management services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

110 East 59th Street, 7th Floor, New York, NY, 10022

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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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Employment History
Current Registrations
Cantor Fitzgerald Investment Advisors
November 2023 - Present · 2 yrs 8 mos
Cantor Fitzgerald & CO.
November 2021 - Present · 4 yrs 8 mos
Cantor Fitzgerald & CO.Broker
November 2021 - Present · 4 yrs 8 mos
Previous Registrations
Cantor Fitzgerald Investment Advisors
June 2023 - July 2023 · 1 mo
Griffin Capital Securities, LLCBroker
January 2018 - November 2021 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2017 - January 2018 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2017 - January 2018 · 3 mos
Realty Capital Securities, LLCBroker
January 2013 - December 2015 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2012 - January 2013 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2012 - January 2013 · 11 mos
Strategic Capital
January 2011 - December 2011 · 11 mos
Cambridge Investment Research Advisors, INC.
January 2009 - September 2009 · 8 mos
Cambridge Investment Research, INC.Broker
December 2008 - September 2009 · 9 mos
Bma SecuritiesBroker
May 2008 - November 2008 · 6 mos
Multi-Financial Securities CorporationBroker
January 2008 - May 2008 · 4 mos
State Registrations2 states
AZNY
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.
Timothy Collier - Financial Advisor | TrueAdvisor