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Timothy William Duckett

Bright Forge Capital, LLC

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About Timothy William Duckett

Timothy William Duckett is a financial advisor with over 10 years of experience in the industry. Timothy is registered with Bright Forge Capital, LLC and is currently licensed in Pennsylvania as an Investment Advisor Representative. Timothy has been with Bright Forge Capital, LLC since September of 2017 and specializes in providing financial planning and portfolio management services. Prior to joining Bright Forge Capital, LLC, Timothy worked for PNC Investments and Wells Fargo Advisors, LLC. Timothy is a Chartered Financial Analyst.

Firm Information

Timothy Duckett is currently registered with Bright Forge Capital, LLC. Bright Forge Capital, LLC is an investment advisor registered with the SEC and headquartered in [Main Office]. The firm manages approximately $6,034,010 in assets and provides financial planning and portfolio management services for individuals, including high-net-worth individuals. They have a total of 12 clients and offer both discretionary and non-discretionary investment advisory services.

$6.03M

Assets Under Management

Not reported

Total Clients

1

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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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 Duckett’s Registration & Firm History

PA

01/11/2018 - Present

Bright Forge Capital, LLC (AMBLER PA)

PA

04/30/2013 - 09/23/2015

PNC INVESTMENTS (DOYLESTOWN PA)

PA

01/19/2011 - 04/23/2013

WELLS FARGO ADVISORS, LLC (PLYMOUTH MEETING PA)

NJ

08/10/2010 - 11/22/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

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Licenses & Designations

BOTH

Issued 09/13/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy William Duckett.
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