TM
TM

Timothy Minneci

17 Years of Experience
Williamsville, NY
Broker

Timothy Minneci is a registered investment advisor at Timothy C. Minneci, based in Williamsville, NY, with 17 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 12 clients.

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

Fee Structure

  • Hourly consulting - $250/hour
  • Yearly financial plan - Negotiated fixed fee ranging from $2,500 to $5,000
One-Time Plan:$2,500 - $5,000
Hourly Rate:$250/hr
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Location

333 International Drive, Suite A, Williamsville, NY, 14221

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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 a personal investment advisor with less than 5 clients, spending a few hours per week on this. He is also a partner in Island Estates Home Watch LLC, dedicating minimal time to watching property for owners with multiple residences, and a director at Paramax Corporation. Finally, Timothy provides funds to Lazy Mary Pictures Corporation, which is investment-related.

Employment History
Current Registrations
Timothy C. Minneci
December 2013 - Present · 12 yrs 5 mos
Paramax Securities, LLCBroker
October 2008 - Present · 17 yrs 7 mos
State Registrations17 states
AZCADEFLGAILINLAMIMONJNVNYOHPATXVA
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 Minneci - Financial Advisor | TrueAdvisor