Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Cronin is a financial advisor with Concurrent Investment Advisors, LLC. Timothy has been in the industry since 1978 and has held multiple licenses, including Series 7, Series 10, Series 24, and Series 63. Timothy has experience working with a variety of clients, including individuals, corporations, pension and profit-sharing plans, and other investment advisors. Concurrent Investment Advisors, LLC is a registered investment advisor with approximately $6.2 billion in assets under management. The firm provides a range of advisory services, including financial planning, portfolio management, and pension consulting.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
CA
11/08/2023 - Present
Concurrent Investment Advisors, LLC (San Diego CA)
CA
05/27/2016 - 06/05/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
01/01/2008 - 06/01/2016
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
02/02/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN DIEGO CA)
NA
05/20/1988 - 02/15/1990
J. T. MORAN & CO., INC.
NA
02/02/1987 - 05/23/1988
SHERWOOD CAPITAL, INC.
NA
02/01/1978 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
BC
Issued 07/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/09/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1993
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1978
Series 7 - General Securities Representative Examination
Active
Inactive
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