Timothy T. Taussig
Professional summary
Timothy Torrey Taussig, who also goes by Timothy T Taussig, is a registered financial advisor currently at EPOCH INVESTMENT PARTNERS, INC. located in New York, New York.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Timothy has worked at 3 firms and has passed the Series 65, Series 63 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Torrey Taussig's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 15, 2008 - Present
EPOCH INVESTMENT PARTNERS, INC.
Office #1: 640 5th Avenue 18th Floor, New York, NY 10019June 24, 1983 - February 13, 1989
AETNA FINANCIAL SERVICES, INC.
June 19, 1983 - January 4, 1988
AETNA LIFE INSURANCE AND ANNUITY COMPANY
Primary Firm SEC Registration
EPOCH INVESTMENT PARTNERS, INC.
CRD#: 131556 / SEC#: 801-63118
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/15/2008)
Exams
Series 2
Date: 8/4/1995
Non-Member General Securities ExaminationCurrent Firm
EPOCH INVESTMENT PARTNERS, INC.
CRD#: 131556 / SEC#: 801-63118
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 774 |
| AUM (Assets Under Management) | $ 33,053,394,488 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
