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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 Joseph Shanahan is an investment advisor representative at Cobblestone Capital Advisors, LLC. Timothy is registered with the state of New York. Timothy has been in the industry since 1997 and has experience with both individual and institutional clients. Timothy specializes in providing investment advice and portfolio management services to high-net-worth individuals, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. Timothy is committed to providing his clients with personalized service and a high level of expertise.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
05/07/2021 - Present
Cobblestone Capital Advisors, LLC (ROCHESTER NY)
NY
02/18/2009 - 04/21/2011
FEDERATED SECURITIES CORP. (ROCHESTER NY)
PA
12/11/1997 - 12/31/2005
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)
BC
Issued 06/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/1999
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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