Timothy Canty
Timothy Canty is a registered investment advisor at Wedbush Securities INC., based in San Diego, CA, with 15 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,048 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K - $500K | 2.80% |
| $500K - $1.0M | 2.50% |
| $1.0M - $3.0M | 1.90% |
| $3.0M - $5.0M | 1.60% |
| $5M+ | 1.60% |
Fees for accounts over $5,000,000 are negotiable. Accounts are subject to minimum annual fees ranging from $250 to $1,000 depending on the program.
Fee Estimator
Location
401 West A Street, Suite 1800, San Diego, CA, 92101
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2017Other Business Activities
Timothy is on the Architectural Review Committee for the Del Mar Country Club Estates Homeowners Association since 2019. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Wedbush Securities INC.
Wedbush Securities INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations9 states
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
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