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Timothy R Golas

Spurstone

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About Timothy R Golas

Timothy Golas is an investment advisor representative at Spurstone. Timothy is licensed in the state of Connecticut. Timothy has over 10 years of experience in the financial services industry, previously working at LPL Financial LLC, UBS Financial Services Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Timothy holds Series 6, 7, 24, 63 and 65 licenses.

Firm Information

Timothy Golas is currently registered with Spurstone. Spurstone is an investment advisory firm based in Higganum, Connecticut. They provide financial planning, portfolio management for individuals and corporations, and selection of other advisers. They manage approximately $155,415,160 in assets for 443 clients, primarily high-net-worth individuals, corporations, and individuals other than high-net-worth.
Spurstone

12 SCOVIL RD

HIGGANUM, CT 06441

$155.42M

Assets Under Management

Not reported

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Timothy Golas’s Registration & Firm History

CT

08/19/2016 - Present

Spurstone (HIGGANUM CT)

CT

04/03/2009 - 08/18/2016

LPL FINANCIAL LLC (AVON CT)

CT

02/21/2007 - 04/15/2009

UBS FINANCIAL SERVICES INC. (HARTFORD CT)

CT

06/21/2005 - 02/09/2007

METLIFE SECURITIES INC. (WETHERSFIELD CT)

CT

06/21/2005 - 02/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (WETHERSFIELD CT)

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Licenses & Designations

IA

Issued 08/23/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/21/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/2009

Series 24 - General Securities Principal Examination

BC

Issued 08/18/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2006

Series 7 - General Securities Representative Examination

BC

Issued 06/20/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy R Golas.
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