Timothy Larry Stickney
Professional Summary
Timothy Larry Stickney, who also goes by Tim Stickney, was a registered financial advisor. Timothy was a previously registered financial professional and started their career in finance 1985 - 2026. Timothy had worked at 10 firms and has passed the Series 63, Series 65, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Tim Stickney
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
ALBANY WEALTH GROUP | PARK CITIES GROUP AT STEWARD PARTNERS | PARK CITIES GROUP | OSWEGO CREST FINANCIAL GROUP, LLC AT STEWARD PARTNERS | ODYSSEY WEALTH MANAGEMENT OF STEWARD PARTNERS | O'HARE WEALTH MANAGEMENT AFFILIATED WITH STEWARD PARTNERS | NOVICK & CO. FINANCIAL GROUP AT STEWARD PARTNERS | NOVA RETIREMENT STRATEGIES AT STEWARD PARTNERS | NOTTINGHAM WEALTH MANAGEMENT GROUP AT STEWARD PARTNERS | NEUMAN WEALTH SOLUTIONS AT STEWARD PARTNERS | MORRIS CAPITAL MANAGEMENT GROUP OF STEWARD PARTNERS | MORRIS CAPITAL MANAGEMENT GROUP | MORGAN WEALTH MANAGEMENT AT STEWARD PARTNERS | MOORE'S WEALTH MANAGEMENT | MONADNOCK CAPITAL GROUP AT STEWARD PARTNERS | MONADNOCK CAPITAL GROUP | MONACO CAPITAL MANAGEMENT | MCSHANE WEALTH MANAGEMENT AT STEWARD PARTNERS | MCCORMICK WEALTH MANAGEMENT OF STEWARD PARTNERS | MCCORMICK WEALTH MANAGEMENT | MATHIESON ASSET MANAGEMENT AT STEWARD PARTNERS | MARATHON WEALTH MANAGERS AT STEWARD PARTNERS | MAINSTAY WEALTH MANAGEMENT AT STEWARD PARTNERS | LYNN-WHITMORE WEALTH MANAGEMENT AT STEWARD PARTNERS | LUM WEALTH MANAGEMENT GROUP | LONGBRIDGE WEALTH ADVISORS | LOCKWOOD WEALTH MANAGEMENT OF STEWARD PARTNERS | LIGHTHOUSE WEALTH GROUP AFFILIATED WITH STEWARD PARTNERS | LEGACY WEALTH PARTNERS OF STEWARD PARTNERS | LEGACY WEALTH PARTNERS | LATIMER WEALTH MANAGEMENT AT STEWARD PARTNERS | LANCASTER WEALTH MANAGEMENT | KUPERMAN WEALTH MANAGEMENT AT STEWARD PARTNERS | KORTZE BROTHERS WEALTH MANAGEMENT GROUP OF STEWARD PARTNERS | KILLINGSWORTH PRIVATE WEALTH AT STEWARD PARTNERS | KEY SAGE WEALTH OF STEWARD PARTNERS | JOHNSON WEALTH MANAGEMENT | JAZZ WEALTH AT STEWARD PARTNERS | INSIGHT WEALTH MANAGEMENT AT STEWARD PARTNERS | IBRAHIM WEALTH ADVISORY AFFILIATED WITH STEWARD PARTNERS | IANNACCONE WEALTH MANAGEMENT AT STEWARD PARTNERS | IANNACCONE WEALTH MANAGEMENT | IALEGGIO & WOLCHESKY | I STREET CAPITAL AT STEWARD PARTNERS | HOOVER PRIVATE WEALTH GROUP OF STEWARD PARTNERS | HOOVER PRIVATE WEALTH GROUP | HOFFMAN PRIVATE WEALTH GROUP AT STEWARD PARTNERS | HOFFMAN PRIVATE WEALTH GROUP | HIGHWATER WEALTH GROUP OF STEWARD PARTNERS | HIBBARD WEALTH MANAGEMENT GROUP | HARRIS AND HARRINGTON FINANCIAL STRATEGIES GROUP | HARMONY PRIVATE WEALTH AT STEWARD PARTNERS | HAASE FAMILY ADVISORS AT STEWARD PARTNERS | HAASE FAMILY ADVISORS | H.L. WIGINTON, LLC CAPITAL MANAGEMENT AFFILIATED WITH STEWARD PARTNERS | GUARDIAN ASSET MANAGEMENT GROUP AT STEWARD PARTNERS | GUARDIAN ASSET MANAGEMENT GROUP | GRANVIDA WEALTH AT STEWARD PARTNERS | GOODNYLUND WEALTH MANAGEMENT OF STEWARD PARTNERS | GODFREY & SPRADLIN PRIVATE WEALTH ADVISORY OF STEWARD PARTNERS | GERGEN WEALTH MANAGEMENT AT STEWARD PARTNERS | G2G WEALTH MANAGEMENT AT STEWARD PARTNERS | FS CORE | FRIEDMAN WONG KAFETZ GROUP | FREEDOM STREET AT STEWARD PARTNERS | ENSIGN WEALTH PARTNERS AFFILIATED WITH STEWARD PARTNERS | ELAN WEALTH MANAGEMENT | DESERT SKY ADVISORS | DEAN ROSINI & JEFFREY LAZRAUS AT STEWARD PARTNERS | DAVIS EXECUTIVE WEALTH MANAGEMENT GROUP | DAVIS EXECUTIVE WEALTH MANAGEMENT AT STEWARD PARTNERS | COYLE FINANCIAL GROUP OF STEWARD PARTNERS | COYLE FINANCIAL GROUP | COVENANT WEALTH ADVISORS AT STEWARD PARTNERS | CORNERSTONE LEGACY WEALTH ADVISORS AT STEWARD PARTNERS | CONTINUUM PRIVATE WEALTH AT STEWARD PARTNERS | CONTINUUM PRIVATE WEALTH | CONSILIUM WEALTH MANAGEMENT | COASTAL 360 CAPITAL ADVISORS AT STEWARD PARTNERS | CLOVE HITCH ADVISORS OF STEWARD PARTNERS | CLARITY PRIVATE WEALTH SOLUTIONS AT STEWARD PARTNERS | CHURCH STREET WEALTH ADVISORS OF STEWARD PARTNERS | CENTERA PRIVATE WEALTH | CARRIGG WEALTH MANAGEMENT GROUP | CARRIGG WEALTH ADVISORS OF STEWARD PARTNERS | CARRIGG WEALTH ADVISORS | BULLIS WEALTH STRATEGIES | BRIDGE STREET PRIVATE WEALTH MANAGEMENT OF STEWARD PARTNERS | BLUE WATER WEALTH MANAGEMENT AT STEWARD PARTNERS | BLUE WATER WEALTH MANAGEMENT | BLACK SWAN ASSET MANAGEMENT AT STEWARD PARTNERS | BARR WEALTH MANAGEMENT OF STEWARD PARTNERS | BARBERIS WEALTH MANAGEMENT OF STEWARD PARTNERS | AMY SACHS WEALTH MANAGEMENT GROUP AT STEWARD PARTNERS | AMERICAN FINANCIAL ADVISORS AT STEWARD PARTNERS | AMERICAN FINANCIAL ADVISORS...
Contact Information
Main Address
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512Phone Number
(866) 694-7769# of Employees
549SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
72,273AUM (Assets Under Management)
$36,731,387,293Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/21/2025 | Cover Page | Report |
| 11/27/2024 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
ALBANY WEALTH GROUP | PARK CITIES GROUP AT STEWARD PARTNERS | PARK CITIES GROUP | OSWEGO CREST FINANCIAL GROUP, LLC AT STEWARD PARTNERS | ODYSSEY WEALTH MANAGEMENT OF STEWARD PARTNERS | O'HARE WEALTH MANAGEMENT AFFILIATED WITH STEWARD PARTNERS | NOVICK & CO. FINANCIAL GROUP AT STEWARD PARTNERS | NOVA RETIREMENT STRATEGIES AT STEWARD PARTNERS | NOTTINGHAM WEALTH MANAGEMENT GROUP AT STEWARD PARTNERS | NEUMAN WEALTH SOLUTIONS AT STEWARD PARTNERS | MORRIS CAPITAL MANAGEMENT GROUP OF STEWARD PARTNERS | MORRIS CAPITAL MANAGEMENT GROUP | MORGAN WEALTH MANAGEMENT AT STEWARD PARTNERS | MOORE'S WEALTH MANAGEMENT | MONADNOCK CAPITAL GROUP AT STEWARD PARTNERS | MONADNOCK CAPITAL GROUP | MONACO CAPITAL MANAGEMENT | MCSHANE WEALTH MANAGEMENT AT STEWARD PARTNERS | MCCORMICK WEALTH MANAGEMENT OF STEWARD PARTNERS | MCCORMICK WEALTH MANAGEMENT | MATHIESON ASSET MANAGEMENT AT STEWARD PARTNERS | MARATHON WEALTH MANAGERS AT STEWARD PARTNERS | MAINSTAY WEALTH MANAGEMENT AT STEWARD PARTNERS | LYNN-WHITMORE WEALTH MANAGEMENT AT STEWARD PARTNERS | LUM WEALTH MANAGEMENT GROUP | LONGBRIDGE WEALTH ADVISORS | LOCKWOOD WEALTH MANAGEMENT OF STEWARD PARTNERS | LIGHTHOUSE WEALTH GROUP AFFILIATED WITH STEWARD PARTNERS | LEGACY WEALTH PARTNERS OF STEWARD PARTNERS | LEGACY WEALTH PARTNERS | LATIMER WEALTH MANAGEMENT AT STEWARD PARTNERS | LANCASTER WEALTH MANAGEMENT | KUPERMAN WEALTH MANAGEMENT AT STEWARD PARTNERS | KORTZE BROTHERS WEALTH MANAGEMENT GROUP OF STEWARD PARTNERS | KILLINGSWORTH PRIVATE WEALTH AT STEWARD PARTNERS | KEY SAGE WEALTH OF STEWARD PARTNERS | JOHNSON WEALTH MANAGEMENT | JAZZ WEALTH AT STEWARD PARTNERS | INSIGHT WEALTH MANAGEMENT AT STEWARD PARTNERS | IBRAHIM WEALTH ADVISORY AFFILIATED WITH STEWARD PARTNERS | IANNACCONE WEALTH MANAGEMENT AT STEWARD PARTNERS | IANNACCONE WEALTH MANAGEMENT | IALEGGIO & WOLCHESKY | I STREET CAPITAL AT STEWARD PARTNERS | HOOVER PRIVATE WEALTH GROUP OF STEWARD PARTNERS | HOOVER PRIVATE WEALTH GROUP | HOFFMAN PRIVATE WEALTH GROUP AT STEWARD PARTNERS | HOFFMAN PRIVATE WEALTH GROUP | HIGHWATER WEALTH GROUP OF STEWARD PARTNERS | HIBBARD WEALTH MANAGEMENT GROUP | HARRIS AND HARRINGTON FINANCIAL STRATEGIES GROUP | HARMONY PRIVATE WEALTH AT STEWARD PARTNERS | HAASE FAMILY ADVISORS AT STEWARD PARTNERS | HAASE FAMILY ADVISORS | H.L. WIGINTON, LLC CAPITAL MANAGEMENT AFFILIATED WITH STEWARD PARTNERS | GUARDIAN ASSET MANAGEMENT GROUP AT STEWARD PARTNERS | GUARDIAN ASSET MANAGEMENT GROUP | GRANVIDA WEALTH AT STEWARD PARTNERS | GOODNYLUND WEALTH MANAGEMENT OF STEWARD PARTNERS | GODFREY & SPRADLIN PRIVATE WEALTH ADVISORY OF STEWARD PARTNERS | GERGEN WEALTH MANAGEMENT AT STEWARD PARTNERS | G2G WEALTH MANAGEMENT AT STEWARD PARTNERS | FS CORE | FRIEDMAN WONG KAFETZ GROUP | FREEDOM STREET AT STEWARD PARTNERS | ENSIGN WEALTH PARTNERS AFFILIATED WITH STEWARD PARTNERS | ELAN WEALTH MANAGEMENT | DESERT SKY ADVISORS | DEAN ROSINI & JEFFREY LAZRAUS AT STEWARD PARTNERS | DAVIS EXECUTIVE WEALTH MANAGEMENT GROUP | DAVIS EXECUTIVE WEALTH MANAGEMENT AT STEWARD PARTNERS | COYLE FINANCIAL GROUP OF STEWARD PARTNERS | COYLE FINANCIAL GROUP | COVENANT WEALTH ADVISORS AT STEWARD PARTNERS | CORNERSTONE LEGACY WEALTH ADVISORS AT STEWARD PARTNERS | CONTINUUM PRIVATE WEALTH AT STEWARD PARTNERS | CONTINUUM PRIVATE WEALTH | CONSILIUM WEALTH MANAGEMENT | COASTAL 360 CAPITAL ADVISORS AT STEWARD PARTNERS | CLOVE HITCH ADVISORS OF STEWARD PARTNERS | CLARITY PRIVATE WEALTH SOLUTIONS AT STEWARD PARTNERS | CHURCH STREET WEALTH ADVISORS OF STEWARD PARTNERS | CENTERA PRIVATE WEALTH | CARRIGG WEALTH MANAGEMENT GROUP | CARRIGG WEALTH ADVISORS OF STEWARD PARTNERS | CARRIGG WEALTH ADVISORS | BULLIS WEALTH STRATEGIES | BRIDGE STREET PRIVATE WEALTH MANAGEMENT OF STEWARD PARTNERS | BLUE WATER WEALTH MANAGEMENT AT STEWARD PARTNERS | BLUE WATER WEALTH MANAGEMENT | BLACK SWAN ASSET MANAGEMENT AT STEWARD PARTNERS | BARR WEALTH MANAGEMENT OF STEWARD PARTNERS | BARBERIS WEALTH MANAGEMENT OF STEWARD PARTNERS | AMY SACHS WEALTH MANAGEMENT GROUP AT STEWARD PARTNERS | AMERICAN FINANCIAL ADVISORS AT STEWARD PARTNERS | AMERICAN FINANCIAL ADVISORS...
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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