Timothy Mcfadden
CFP®Professional Summary
Timothy Mcfadden, CFP® is a registered financial advisor currently at VALUE INVESTMENT PROFESSIONALS, LLC located in Bronx, New York. Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Timothy has worked at 15 firms and has passed the Series 63, Series 65 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Credentials
Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
VALUE INVESTMENT PROFESSIONALS | VALUE INVESTMENT PROFESSIONALS, LLC
Contact Information
Main Address
125 Park Avenue 25th Floor, New York, NY 10017Phone Number
(646) 383-7757# of Employees
4SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
158AUM (Assets Under Management)
$246,737,018Similar Advisors
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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
VALUE INVESTMENT PROFESSIONALS | VALUE INVESTMENT PROFESSIONALS, LLC
State Registrations and Notice Filings
(3/6/2025)
(2/5/2025)
(2/5/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Timothy Mcfadden's CRS (Customer Relationship Summary).
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