Timothy P. Brand
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 Peter Brand, who also goes by Tim Brand, was a registered financial professional .
Timothy is a previously registered financial professional and started their career in finance in 1993. Timothy had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 30, 2024 - April 8, 2026
MEEDER ADVISORY SERVICES, INC.
September 30, 2024 - April 8, 2026
MEEDER DISTRIBUTION SERVICES, INC.
November 26, 2012 - February 22, 2024
CALAMOS ADVISORS LLC
November 26, 2012 - February 22, 2024
CALAMOS FINANCIAL SERVICES LLC
June 4, 2012 - November 19, 2012
PROSHARE ADVISORS LLC
May 14, 2012 - November 19, 2012
PROFUNDS DISTRIBUTORS, INC.
April 13, 2009 - May 11, 2012
CALAMOS WEALTH MANAGEMENT LLC
May 3, 2002 - April 25, 2012
CALAMOS FINANCIAL SERVICES LLC
January 13, 2001 - May 2, 2002
DEUTSCHE BANK SECURITIES INC.
November 19, 1997 - January 13, 2001
DB ALEX. BROWN LLC
December 6, 1996 - August 28, 1997
GW & WADE ASSET MANAGEMENT COMPANY, LLC
January 6, 1995 - September 25, 1996
NATIXIS DISTRIBUTION, LLC
September 21, 1993 - December 22, 1993
TNE INVESTMENT SERVICES CORPORATION
Primary Firm SEC Registration
MEEDER ADVISORY SERVICES, INC.
CRD#: 106814 / SEC#: 801-40023
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MEEDER ADVISORY SERVICES, INC.
CRD#: 106814 / SEC#: 801-40023
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,800 |
| AUM (Assets Under Management) | $ 2,088,369,039 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
