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TH

Timothy G. Hassell

AMERICAN TRUST INVESTMENT SERVICES
Chicago, IL 60606
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CRD#: 2188768
TH

Professional summary


Timothy George Hassell is a registered financial professional currently at AMERICAN TRUST INVESTMENT SERVICES, INC. located in Chicago, Illinois.

Timothy is registered as a RR (Registered Representative) and started their career in finance in 1991. Timothy has worked at 12 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

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) - BD


Click below to view Timothy George Hassell's CRS (Customer Relationship Summary).
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®
None

Experience


Current

October 10, 2019 - Present

AMERICAN TRUST INVESTMENT SERVICES, INC.

Office #1: 230 W. Monroe Suite 300, Chicago, IL 60606
BD
CRD#: 3001
Chicago, IL
Past

July 20, 2016 - October 23, 2019

WESTPARK CAPITAL, INC.

BD
CRD#: 39914
Newport Beach, CA
Past

February 19, 2008 - July 28, 2016

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
IRVINE, CA
Past

July 18, 2007 - March 17, 2008

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
IRVINE, CA
Past

June 26, 2007 - July 19, 2007

WEDBUSH SECURITIES INC.

BD
CRD#: 877
PASADENA, CA
Past

March 12, 2002 - July 13, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

November 19, 2001 - March 8, 2002

HORNBLOWER & WEEKS, INC.

BD
CRD#: 4683
NEW YORK, NY
Past

April 2, 1997 - October 27, 1998

E*OFFERING

BD
CRD#: 36717
SAN FRANCISCO, CA
Past

July 17, 1996 - April 7, 1997

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

August 27, 1993 - August 15, 1996

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

June 29, 1992 - August 10, 1993

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

November 25, 1991 - July 1, 1992

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(4/1/2020)
RR
Arkansas
(8/22/2025)
RR
California
(1/14/2020)
RR
Colorado
(1/15/2020)
RR
Connecticut
(4/20/2020)
RR
Florida
(10/11/2019)
RR
Georgia
(2/17/2020)
RR
Hawaii
(3/30/2020)
RR
Idaho
(1/9/2020)
RR
Illinois
(1/9/2020)
RR
Indiana
(1/14/2020)
RR
Iowa
(1/13/2020)
RR
Kansas
(5/4/2020)
RR
Michigan
(1/15/2020)
RR
Minnesota
(1/15/2020)
RR
Missouri
(3/12/2025)
RR
Montana
(11/12/2020)
RR
Nevada
(10/31/2019)
RR
New Jersey
(3/3/2020)
RR
New York
(1/24/2020)
RR
North Carolina
(1/14/2020)
RR
Ohio
(1/6/2020)
RR
Oregon
(11/12/2020)
RR
Pennsylvania
(1/15/2020)
RR
Tennessee
(1/9/2024)
RR
Texas
(1/6/2020)
RR
Utah
(2/4/2020)
RR
Vermont
(3/26/2020)
RR
Virginia
(5/7/2020)
RR
Washington
(4/15/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 12/3/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AT
AMERICAN TRUST INVESTMENT SERVICES, INC.
AMERICAN TRUST INVESTMENT SERVICES ADVISORY | PEERSON & COMPANY, INC. | PEERSON & COMPANY INVESTMENT SERVICES | AMERICAN TRUST INVESTMENT SERVICES, INC.

CRD#: 3001 / SEC#: , 8-14394

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
910 S El Camino Real Suite 200, Whiting, IN 46394
Mailing Address
9040 Town Center Parkway, Lakewood Ranch, FL 34202
Phone number
(949) 524-2742
Established
Indiana since 12/23/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CCIG ACQUISITION COMPANY, LLCOWNER
DEVER, JAMES FRANCISCEO1840373
KESSLER, KRISTOPHER CHARLESPRESIDENT4543640
LIPPY, IAN EDWARDCHIEF OPERATING OFFICER6037326
ONESTO, RICHARD ERNESTFINANCIAL OPERATIONS PRINCIPAL2453096
SLAVINSKY, CHARLES JOSEPHCCO/MSRB/ROP2807658

Disclosures


Regulatory Event5
Arbitration1

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


AMERICAN TRUST INVESTMENT SERVICES, INC.

CRD#: 3001Chicago, IL 60606

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