linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Timothy Michael McCann

Equitycompass Investment Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Timothy? Claim Your Profile

About Timothy Michael McCann

Timothy Michael McCann is an Investment Advisor Representative at Equitycompass Investment Management, LLC. Timothy is a registered Investment Advisor in Massachusetts and has been in the industry since 1997. Equitycompass Investment Management, LLC manages assets for individuals, investment companies and businesses. The firm has offices in Baltimore, MD and Boston, MA.

Firm Information

Timothy McCann is currently registered with Equitycompass Investment Management, LLC. Equitycompass Investment Management, LLC is a Baltimore, MD-based investment advisory firm with approximately $179 million in regulatory assets under management. The firm provides portfolio management services to individuals, investment companies, and businesses. Equitycompass also participates in wrap fee programs.
Equitycompass Investment Management, LLC

ONE SOUTH STREET

BALTIMORE, MD 21202

$179.47M

Assets Under Management

Not reported

Total Clients

5

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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Timothy McCann’s Registration & Firm History

MA

02/16/2010 - Present

Equitycompass Investment Management, LLC (BOSTON MA)

MD

12/01/2005 - 07/17/2008

STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)

MD

01/08/2001 - 12/01/2005

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NY

11/06/2000 - 11/17/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NJ

05/18/1999 - 11/03/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NJ

11/28/1997 - 06/16/1998

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

Not sure if Timothy Michael McCann is right for you?

Licenses & Designations

IA

Issued 06/26/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/12/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/08/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 09/03/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 11/26/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Michael McCann.
Not sure if Timothy Michael McCann is right for you?