Timothy J. Gardner

CHATHAM WEALTH MANAGEMENT. LLC

MCLEAN, VA

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CRD#: 1727550

Professional summary

Timothy John Gardner, AIF® is a registered financial advisor currently at CHATHAM WEALTH MANAGEMENT. LLC located in Mclean, Virginia.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Timothy has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 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. SPRING HILL REC CENTER POSITION: Head Lifeguard NATURE: Part-time Lifeguard at Spring Hill Rec Center INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 07/14/2023 ADDRESS: 1239 Spring Hill Road, McLean VA 22102 DESCRIPTION: Part-time Lifeguard at local rec center 2. Independent Insurance Agent; 0% of time spent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy John Gardner'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

November 19, 2024 - Present

CHATHAM WEALTH MANAGEMENT. LLC

RIA

CRD#: 5393

WESTLAKE, TX

Past

March 18, 1997 - May 15, 1997

H.J. MEYERS & CO., INC.

CRD#: 15609

ROCHESTER, NY

Past

September 27, 1996 - January 29, 1997

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

September 27, 1996 - January 29, 1997

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

May 2, 1996 - October 16, 1996

H.J. MEYERS & CO., INC.

CRD#: 15609

ROCHESTER, NY

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

Virginia
(11/19/2024)

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

State Security Law Exam

IAR

Series 65

Date: 4/7/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/9/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/1/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 5/31/2000

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 5/31/2000

General Securities Sales Supervisor - Options Module Examination

Current Firm

CHATHAM WEALTH MANAGEMENT. LLC

CHATHAM WEALTH MANAGEMENT, LLC | CHATHAM WEALTH MANAGEMENT. LLC

CRD#: 331397 / SEC#:

Virginia

Registered Investment Advisory firm - (11/19/2024 Approved)

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Contact information

Main Address

Mclean, VA

Mailing Address

Phone number

(703) 652-2503

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 6,016,354

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.

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Timothy J. Gardner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy John Gardner's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

H.J. MEYERS & CO., INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

H.J. MEYERS & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/7/1998

Series 63

Date: 5/9/1996

SIE

Date: 10/1/2018

Series 7

Date: 5/1/1996

Series 10

Date: 5/31/2000

Series 9

Date: 5/31/2000

Current Firm

CHATHAM WEALTH MANAGEMENT. LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHATHAM WEALTH MANAGEMENT. LLC

TRUST BUT VERIFY

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