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Timothy C. Withers
TWIN GRYPHON ADVISORS LLC
Marshfield, MA 02050
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CRD#: 1598595
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Professional summary
Timothy Charles Withers, ChFC®, CLU® is a registered financial advisor currently at TWIN GRYPHON ADVISORS LLC located in Marshfield, Massachusetts.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Timothy has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 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) Twin Gryphon Advisors, LLC. Investment Related. 892 Plain Street, Ste. 3A, Marshfield, MA 02050. Registered Investment Advisory, Owner/President. Start 7/2018. 160hrs/mo, 8hrs during trading hours. Owner/portfolio management.
2)Wellspring Financial Insurance Agency, Inc. Investment Related. 892 Plain Street, Ste. 3A, Marshfield, MA 02050. Operations Firm, Owner/President. Start 1996. 10hrs/mo, 0.5 hours during trading hours. WFIA provides back office support for RIA and BD operations including administrative and staff.
3) Historic Winslow House Association, Inc. Non-Investment Related. 634 Careswell St., Marshfield, MA 02050. Non-Profit Historic House. Board Member. Start 9/2004. 4hrs/mo, none during trading hours. Review finances, oversee preservation projects, vote on operational decisions.
4) John J. Dalessandro Trust. Non-Investment Related. Hemenway & Barnes 60 State Street, Boston, MA. Foundation, Trustee. Start 2010. 1hr/mo, 0 during trading hours. Review goals of the trust with the needs of the beneficiary.
5) Frances C. Dalessandro Trust. Non-Investment Related. Hemenway & Barnes 60 State Street, Boston, MA. Foundation, Trustee. Start 2010. 1hr/mo, 0 during trading hours. Review goals of the trust with the needs of the beneficiary.
6) Dalessandro Trust. Non-Investment Related. Hemenway & Barnes 60 State Street, Boston, MA. Foundation, Trustee. Start 2010. 1hr/mo, 0 during trading hours. Vote on annual gifting
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Charles Withers'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®
Experience
Current
November 23, 2018 - Present
TWIN GRYPHON ADVISORS LLC
Office #1: 892 Plain Street Suite 3a, Marshfield, MA 02050RIA
CRD#: 297264
Marshfield, MA
Past
March 15, 2019 - June 30, 2020
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Marshfield, MA
Past
May 9, 2016 - March 15, 2019
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
MARSHFIELD, MA
Past
April 5, 2016 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
MARSHFIELD, MA
Past
August 14, 2000 - March 15, 2019
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
MARSHFIELD, MA
Past
January 19, 1999 - December 31, 2004
WELLSPRING FINANCIAL ADVISORS
RIA
CRD#: 119392
MARSHFIELD, MA
Past
February 4, 1998 - August 10, 2000
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
April 10, 1996 - August 23, 2000
NATHAN & LEWIS SECURITIES, INC.
BD
CRD#: 8503
NEW YORK, NY
Past
December 26, 1986 - May 6, 1996
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
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".
TG
TWIN GRYPHON ADVISORS LLC
TWIN GRYPHON ADVISORS LLC
CRD#: 297264 / SEC#: 801-129993
RIA
Registered Investment Advisory firm - (4/24/2024 Approved)Massachusetts
Registered Investment Advisory firm - (8/22/2024 Terminated)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
Massachusetts(11/23/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
TG
TWIN GRYPHON ADVISORS LLC
TWIN GRYPHON ADVISORS LLC
CRD#: 297264 / SEC#: 801-129993
RIA
Registered Investment Advisory firm - (4/24/2024 Approved)Massachusetts
Registered Investment Advisory firm - (8/22/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
892 Plain Street Suite 3a, Marshfield, MA 02050
Mailing Address
Phone number
(781) 319-0098
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 121 |
| AUM (Assets Under Management) | $ 113,525,550 |
Red Flags
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Company Information
TWIN GRYPHON ADVISORS LLC
CRD#: 297264Marshfield, MA 02050TRUST BUT VERIFY
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Contact information
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