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Timothy D. Chatard

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CRD#: 2168272
TC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Timothy Darin Chatard was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 1997. Timothy had worked at 4 firms and has passed the Series 7 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 27, 2013 - December 31, 2020

QUANTUM CAPITAL MANAGEMENT

RIA
CRD#: 143150
SAN FRANCISCO, CA
Past

July 3, 2002 - December 31, 2010

STERLING JOHNSTON CAPITAL MANAGEMENT, L.P.

RIA
CRD#: 107103
SAN FRANCISCO, CA
Past

March 22, 1999 - December 23, 1999

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
SAN MATEO, CA
Past

July 11, 1997 - March 30, 1999

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

BD
CRD#: 27884
SAN MATEO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 7
Date: 7/1/1997
General Securities Representative Examination

Current Firm


QC
QUANTUM CAPITAL MANAGEMENT
QCM, LLC | QUANTUM CAPITAL MANAGEMENT DBA QCM, LLC | QUANTUM CAPITAL MANAGEMENT | QCM, LLC DBA QUANTUM CAPITAL MANAGEMENT

CRD#: 143150 / SEC#: 801-67571

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Contact information


Main Address
One Market Street Suite 3503, San Francisco, CA 94105
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/25/2020)

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.

Company Information


QUANTUM CAPITAL MANAGEMENT

CRD#: 143150

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