Timothy J. Wilson

WILSON ADVISORS

Mechanicville, NY

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CRD#: 2503616

Professional summary

Timothy John Wilson is a registered financial advisor currently at WILSON ADVISORS, LLC located in Mechanicville, New York.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Timothy has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy John Wilson'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®

None

Experience

Current

August 28, 2007 - Present

WILSON ADVISORS, LLC

RIA

CRD#: 144440

Mechanicville, NY

Past

November 16, 2006 - September 21, 2007

MULLINTBG ADVISORS

RIA

CRD#: 141445

NEWPORT BEACH, CA

Past

June 2, 2006 - May 25, 2007

M HOLDINGS SECURITIES, INC.

CRD#: 43285

NEWPORT BEACH, CA

Past

December 6, 2005 - April 26, 2007

TBG ADVISORY SERVICES CORPORATION

RIA

CRD#: 131977

NEWPORT BEACH, CA

Past

October 4, 2004 - June 6, 2006

TBG FINANCIAL

CRD#: 26984

LOS ANGELES, CA

Past

December 11, 1997 - October 28, 2004

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

IRVINE, CA

Past

December 9, 1994 - September 3, 2004

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

COHOES, NY

Past

September 6, 1994 - December 9, 1994

MERCER ALLIED CORPORATION

CRD#: 7829

ALBANY, 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

California
(8/28/2007)

IAR

New York
(5/12/2022)

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: 9/6/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/30/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/2/1994

General Securities Representative Examination

Current Firm

WILSON ADVISORS, LLC

CRD#: 144440 / SEC#:

California

Registered Investment Advisory firm - (8/28/2007 Approved)

New York

Registered Investment Advisory firm - (8/24/2007 Approved)

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Contact information

Main Address

Mechanicville, NY

Mailing Address

1764 Route 9 #1318, Clifton Park, NY 12065

Phone number

(518) 982-1040

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Timothy J. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WILSON ADVISORS, LLC

MULLINTBG ADVISORS

M HOLDINGS SECURITIES, INC.

TBG ADVISORY SERVICES CORPORATION

TBG FINANCIAL

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

MERCER ALLIED CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 9/6/1995

Series 63

Date: 11/30/1994

Series 7

Date: 9/2/1994

Current Firm

WILSON ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

WILSON ADVISORS, LLC

TRUST BUT VERIFY

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