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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Brothers is an active Investment Advisor Representative with United Capital Financial Advisors. Timothy has been in the industry since 1995 and holds a Series 7, Series 63, Series 4 and Series 8 license. Timothy Brothers previously worked for Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., C. L. King & Associates, Inc. and First Albany Corporation. Timothy Brothers currently works at the Clifton Park, NY branch of United Capital Financial Advisors.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser for other investment advisers
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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NY
03/28/2024 - Present
United Capital Financial Advisors (CLIFTON PARK NY)
NY
01/04/2021 - 11/16/2023
GOLDMAN SACHS & CO. LLC (COHOES NY)
NY
08/01/2019 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
09/22/2003 - 08/01/2019
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
03/06/1998 - 12/11/2003
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
08/06/1996 - 05/20/1997
C. L. KING & ASSOCIATES, INC. (ALBANY NY)
NY
09/11/1995 - 07/15/1996
FIRST ALBANY CORPORATION (NEW YORK NY)
IA
Issued 10/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1996
Series 4 - Registered Options Principal Examination
BC
Issued 01/29/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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