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Timothy David Lonergan

Westmount Partners, LLC

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About Timothy David Lonergan

Timothy David Lonergan is a financial advisor at Westmount Partners, LLC. Timothy has over 5 years of experience in the financial services industry and is a Certified Financial Planner. Timothy's previous experience includes working at Fidelity Brokerage Services LLC and Morgan Stanley. Timothy's focus is on portfolio management for individuals, businesses, and pooled investment vehicles. Timothy holds the Series 7TO, SIE, and Series 66 licenses. Timothy is registered with the state of California.

Firm Information

Timothy Lonergan is currently registered with Westmount Partners, LLC. Westmount Partners, LLC is a Los Angeles, CA-based investment advisor with approximately $1 billion to $10 billion in assets under management. The firm specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. Westmount Partners, LLC serves individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles.
Westmount Partners, LLC

2049 CENTURY PARK EAST

LOS ANGELES, CA 90067

$4.26B

Assets Under Management

Not reported

Total Clients

24

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Timothy Lonergan’s Registration & Firm History

CA

07/23/2021 - Present

Westmount Partners, LLC (LOS ANGELES CA)

CA

07/01/2020 - 06/25/2021

FIDELITY BROKERAGE SERVICES LLC (SEAL BEACH CA)

MA

05/10/2019 - 06/23/2020

MORGAN STANLEY (BOSTON MA)

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Licenses & Designations

BOTH

Issued 06/11/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/10/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/16/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy David Lonergan.
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