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Timothy Miller Stoddart

Umergence LLC

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About Timothy Miller Stoddart

Timothy Stoddart is a financial professional with over 30 years of experience in the industry. Timothy is currently registered with Umergence LLC and holds the Series 7, Series 24, Series 51, and Series 63 licenses. Prior to joining Umergence LLC, Timothy was with SYMBRIDGE CAPITAL LLC, PICKWICK CAPITAL PARTNERS, LLC, THE LEADERS GROUP, INC., JOHN HANCOCK DISTRIBUTORS LLC, ESSEX NATIONAL SECURITIES, INC., MONY SECURITIES CORP., and THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK.

Firm Information

Timothy Stoddart is currently registered with Umergence LLC. Umergence LLC is a Limited Liability Company formed in 2015. It is registered to operate in all 50 states and the District of Columbia. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

34

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.

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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Timothy Stoddart’s Registration & Firm History

CT

06/17/2024 - Present

Umergence LLC (PLANTSVILLE CT)

CT

04/25/2022 - 07/21/2022

SYMBRIDGE CAPITAL LLC (GREENWICH CT)

NY

12/03/2016 - 01/02/2018

PICKWICK CAPITAL PARTNERS, LLC (WHITE PLAINS NY)

CO

06/29/2011 - 12/31/2016

THE LEADERS GROUP, INC. (LITTLETON CO)

MA

05/31/2005 - 02/08/2007

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

CA

03/27/1992 - 03/07/2006

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

NY

11/23/1988 - 12/31/1991

MONY SECURITIES CORP. (NEW YORK NY)

NY

11/23/1988 - 10/15/1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/22/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/26/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/24/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 07/24/1990

Series 24 - General Securities Principal Examination

BC

Issued 01/04/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Miller Stoddart.
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