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Timothy Patrick Anderson

Delta Investment Management, LLC

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About Timothy Patrick Anderson

Timothy Anderson is a financial advisor registered with Delta Investment Management, LLC. Timothy has 34 years of experience in the securities industry, with a registration history dating back to 1988. Timothy Anderson is currently registered with Delta Investment Management, LLC in California.

Firm Information

Timothy Anderson is currently registered with Delta Investment Management, LLC. Delta Investment Management, LLC is a San Francisco, California-based Registered Investment Advisor that manages over $628 million in assets for over 2,100 clients. The firm offers financial planning and portfolio management services to individuals and charitable organizations. They specialize in working with high-net-worth individuals and individuals other than high-net-worth.
Delta Investment Management, LLC

708 MONTGOMERY STREET

SAN FRANCISCO, CA 94111

$628.86M

Assets Under Management

Not reported

Total Clients

24

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Timothy Anderson’s Registration & Firm History

CA

04/18/2024 - Present

Delta Investment Management, LLC (San Francisco CA)

CA

05/22/2015 - 10/25/2019

STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)

CA

09/10/2007 - 06/03/2015

OPPENHEIMER & CO. INC. (SAN FRANCISCO CA)

CA

04/02/2007 - 09/10/2007

MORGAN STANLEY & CO., INCORPORATED (SAN FRANCISCO CA)

CA

12/16/2002 - 04/02/2007

MORGAN STANLEY DW INC. (SAN FRANCISCO CA)

NJ

06/25/1999 - 12/20/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

04/12/1994 - 06/29/1999

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

07/31/1993 - 04/28/1994

SMITH BARNEY SHEARSON INC. (NEW YORK NY)

NY

10/01/1992 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

MO

02/04/1991 - 10/30/1992

EVEREN SECURITIES, INC. (ST. LOUIS MO)

NJ

06/01/1989 - 02/07/1991

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NA

02/25/1989 - 06/22/1989

DREXEL BURNHAM LAMBERT INCORPORATED

NA

10/05/1988 - 03/02/1989

SMITH-THOMAS INVESTMENT SERVICES, INC.

NA

06/21/1988 - 07/09/1988

I.K. SECURITIES, LTD.

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Licenses & Designations

BC

Issued 10/05/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Patrick Anderson.
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