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Timothy Bryan Menez

Capital Management Advisor Group, LLC

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About Timothy Bryan Menez

Timothy Bryan Menez is a financial advisor with Capital Management Advisor Group, LLC. Timothy has over 30 years of experience in the financial services industry. Timothy is registered with the state of California and Utah. Timothy is a Chartered Financial Consultant and has passed the Series 6, 7, 24 and 63 exams. Timothy also offers independent insurance agent services and sells fixed insurance products. Timothy primarily works with high-net-worth individuals and individuals other than high-net-worth.

Firm Information

Timothy Menez is currently registered with Capital Management Advisor Group, LLC. Capital Management Advisor Group, LLC is an investment advisor headquartered in Walnut Creek, California. The firm provides financial planning and portfolio management services to individuals, including high-net-worth individuals, and charitable organizations. They have approximately $188,132,900 in regulatory assets under management.
Capital Management Advisor Group, LLC

1283 BOULEVARD WAY

WALNUT CREEK, CA 94595

$188.13M

Assets Under Management

5

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Timothy Menez’s Registration & Firm History

CA

04/20/2021 - Present

Capital Management Advisor Group, LLC (WALNUT CREEK CA)

CA

08/25/2008 - 11/25/2019

CETERA ADVISOR NETWORKS LLC (WALNUT CREEK CA)

CA

07/11/1997 - 08/27/2008

HORNOR, TOWNSEND & KENT, INC. (WALNUT CREEK CA)

NY

11/12/1990 - 07/18/1997

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/23/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/1997

Series 7 - General Securities Representative Examination

BC

Issued 11/09/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Bryan Menez.
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