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Timothy Tomalavage

Mycio Wealth Partners, LLC

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About Timothy Tomalavage

Timothy Tomalavage is an investment advisor representative at Mycio Wealth Partners, LLC. He is licensed in Pennsylvania. Timothy has been in the financial services industry since 2013 and has experience in the securities and investment advisory business. He holds the Series 3, 7, and 63 securities licenses and Series 65 investment advisor license. Timothy specializes in portfolio management for businesses and individuals, as well as financial planning and pension consulting.

Firm Information

Timothy Tomalavage is currently registered with Mycio Wealth Partners, LLC. Mycio Wealth Partners, LLC is an investment advisory firm based in Philadelphia, PA. The firm primarily manages portfolios for high net worth individuals, corporations, and charitable organizations. They offer a range of advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. As of their most recent filing, the firm manages approximately $12.97 billion in regulatory assets.
Mycio Wealth Partners, LLC

2929 WALNUT STREET, SUITE 1200

PHILADELPHIA, PA 19104-5172

$12.97B

Assets Under Management

21

Total Clients

32

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

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

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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 Tomalavage’s Registration & Firm History

PA

01/25/2022 - Present

Mycio Wealth Partners, LLC (PHILADELPHIA PA)

DE

07/03/2013 - 04/09/2014

J.P. MORGAN SECURITIES LLC (NEWARK DE)

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Licenses & Designations

IA

Issued 07/17/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/2018

Series 3 - National Commodity Futures Examination

BC

Issued 07/03/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Tomalavage.
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