TP
Timothy M. Pynchon
BLUE HERON INFRASTRUCTURE
Winchester, MA
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CRD#: 1233233
TP
Professional summary
Timothy Michael Pynchon is a registered financial advisor currently at BLUE HERON INFRASTRUCTURE located in Winchester, Massachusetts and ROBERTS & RYAN, INC. located in New York, New York.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Timothy has worked at 9 firms and has passed the Series 63, Series 7TO and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. BLUE HERON STRUCTURED FINANCE, INC; INVESTMENT-RELATED;61 FLETCHER STREET, WINCHESTER, MA 01890; STRUCTURING AGENT; FOUNDER/CEO; SEPTEMBER 2021;| APPROXIMATELY 75 HOURS/MONTH; APPROXIMATELY 50 HOURS/MONTH; MANAGE FIRM OPERATIONS 2. BLUE HERON INFRASTRUCTURE, INC.; INVESTMENT-RELATED; 61 FLETCHER STREET, WINCHESTER, MA 01890; Registered Investment advisor; FOUNDER/President; 2019;| APPROXIMATELY 75 HOURS/MONTH; APPROXIMATELY 50 HOURS/MONTH; MANAGE FIRM OPERATIONS, investment advisor representative. 3. INSCRIPTION CAPITAL, INC.; INVESTMENT-RELATED; 2925 RICHMOND AVENUE SUITE 425, HOUSTON, TX 77098; INVESTMENT ADVISORY FIRM; AFFILIATED PERSON; SEPTEMBER 2021;| APPROXIMATELY 5 HOURS/MONTH; APPROXIMATELY 5 HOURS/MONTH; AFFILIATED PERSON 4. New Town Village; Investment Related; Texas; Development of RV Park; Limited Partner; Financial modeling, equity raise assistance and marketing; Started March 2025; Devotes 3-5 Hours per month; less than 1hour per month during trading hours 5. Allegiant Group Holdings, LLC; Investment Related; 850 Pine Street, Beaumont, TX 77704; Specialty Contracting and Engineering; Limited Partner; Consulting/Owner; Financial modeling, equity raise assistance and marketing; Devotes 10-20 Hours per month; 5-10 hours per month during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Michael Pynchon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 1, 2022 - Present
BLUE HERON INFRASTRUCTURE
RIA
CRD#: 315181
Winchester, MA
Current
December 26, 2024 - Present
ROBERTS & RYAN, INC.
Office #1: 39 Broadway Ste 610, New York, NY 10006-3003BD
CRD#: 19456
New York, NY
Past
August 14, 2023 - July 1, 2024
CELADON FINANCIAL GROUP LLC
BD
CRD#: 36538
MORRISTOWN, NJ
Past
January 19, 2022 - December 31, 2024
INSCRIPTION CAPITAL, LLC
RIA
CRD#: 291780
WINCHESTER, MA
Past
March 14, 2001 - October 2, 2007
AMUNDI DISTRIBUTOR US, INC.
BD
CRD#: 24497
BOSTON, MA
Past
September 26, 1996 - April 16, 1999
TD WEALTH MANAGEMENT SERVICES INC.
BD
CRD#: 6940
PHILADELPHIA, PA
Past
July 5, 1989 - December 11, 1995
EATON VANCE DISTRIBUTORS, INC.
BD
CRD#: 8039
BOSTON, MA
Past
August 14, 1986 - October 6, 1987
BOSTON FINANCIAL SECURITIES, INC.
BD
CRD#: 6697
Past
January 26, 1984 - September 7, 1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BH
BLUE HERON INFRASTRUCTURE
BLUE HERON INFRASTRUCTURE | BLUE HERON INFRASTRUCTURE INC
CRD#: 315181 / SEC#: 801-121601
RIA
Registered Investment Advisory firm - (6/25/2021 Approved)Massachusetts
Registered Investment Advisory firm - (6/10/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Connecticut(6/28/2023)
IAR
Florida(10/23/2023)
IAR
Indiana(6/28/2023)
IAR
Massachusetts(6/1/2022)
IAR
New York(6/28/2023)
IAR
Texas(6/28/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/12/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
BH
BLUE HERON INFRASTRUCTURE
BLUE HERON INFRASTRUCTURE | BLUE HERON INFRASTRUCTURE INC
CRD#: 315181 / SEC#: 801-121601
RIA
Registered Investment Advisory firm - (6/25/2021 Approved)Massachusetts
Registered Investment Advisory firm - (6/10/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Winchester, MA
Mailing Address
Phone number
(781) 729-0962
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 77 |
| AUM (Assets Under Management) | $ 43,714,882 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
