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Timothy S. Pesut

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CRD#: 1075378
TP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Timothy Scott Pesut, who also goes by Tim Pesut, was a registered financial advisor .

Timothy is a previously registered financial advisor and started their career in finance in 1982. Timothy had worked at 10 firms and has passed the Series 65, Series 63, Series 15, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tim Pesut

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 27, 2003 - February 2, 2004

WEALTH ADVISORS, LLC

RIA
CRD#: 124797
VENICE, FL
Past

April 28, 2000 - March 19, 2003

STERLING ENTERPRISES GROUP, INC.

BD
CRD#: 44915
ST. PETERSBURG, FL
Past

January 31, 1995 - February 23, 2000

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED

BD
CRD#: 14538
TAMPA, FL
Past

November 19, 1991 - March 15, 1995

MERIDIAN, DUNHILL & CO., INC.

BD
CRD#: 15294
Past

June 23, 1989 - November 12, 1991

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

April 11, 1988 - July 19, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

February 1, 1988 - April 11, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

April 6, 1987 - February 17, 1988

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

March 19, 1986 - April 9, 1987

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

November 13, 1985 - April 2, 1986

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

November 24, 1982 - November 20, 1985

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/28/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 15
Date: 10/15/1985
Foreign Currency Options Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WA
WEALTH ADVISORS, LLC
DBA WA RETIREMENT PLAN SERVICES | WEALTH ADVISORS, LLC

CRD#: 124797 / SEC#:

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Contact information


Main Address
Venice, FL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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Company Information


WEALTH ADVISORS, LLC

CRD#: 124797

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