Unclaimed
Timothy John Denehy is an Investment Advisor Representative at Advocacy Wealth Management, LLC. Timothy is a Certified Financial Planner. Timothy is registered with the state of Connecticut. Timothy has been in the securities industry since March of 2012. Advocacy Wealth Management, LLC is a registered investment advisor with offices in Atlanta, Georgia and Enfield, Connecticut. Advocacy Wealth Management, LLC provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Timothy's firm has approximately 20 clients and $1.72 billion in regulatory assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
04/18/2014 - Present
Advocacy Wealth Management, LLC (ENFIELD CT)
Active
Inactive
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