Timothy Guy Shealy
Professional Summary
Timothy Guy Shealy, who also goes by Tim Shealy, is a registered financial advisor currently at SHEALY WEALTH ADVISORY LLC located in Boca Raton, Florida. Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Timothy has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Tim Shealy
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
SHEALY WEALTH ADVISORY LLC
Contact Information
Main Address
4600 North Dixie Highway, Boca Raton, FL 33431Phone Number
(954) 757-3265# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
151AUM (Assets Under Management)
$18,300,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(3/10/2021)
(2/1/2021)
(4/20/2021)
(3/2/2021)
(4/9/2021)
(1/29/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Timothy Guy Shealy's CRS (Customer Relationship Summary).
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