Timothy C. Harrington

LONGVIEW FINANCIAL ADVISORS

San Rafael, CA 94903

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CRD#: 2595897

Professional summary

Timothy Charles Harrington, CFP® is a registered financial advisor currently at LONGVIEW FINANCIAL ADVISORS, LLC located in San Rafael, California.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Timothy has worked at 3 firms and has passed the 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.

MISSION:BRAIN FOUNDATION; NON-INVESTMENT-RELATED; NO PHYSICAL ADDRESS; NATURE OF BUSINESS: "501 c3 nonprofit organization with the goal of providing neurosurgical expertise, education, and resources to patients, caregivers, and healthcare providers in underserved areas throughout the world." POSITION/TITLE/RELATIONSHIP: BOARD MEMBER AND FINANCIAL ADVISOR. START: MAY 2023 APPROX HOUR OF MONTH TOTAL AND DURING TRADING HOURS: 0.5% DUTIES: PARTICIPATE IN BOARD MEETINGS. SINCE PROVIDING ADVISORY SERVICES, WILL RECUSE BOARD VOTE FOR ALL FINANICAL ADVISORY MATTERS DUE TO CONFLICT OF INTEREST.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Charles Harrington'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®

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

March 9, 2018 - Present

LONGVIEW FINANCIAL ADVISORS, LLC

Office #1: 4040 Civic Center Drive Suite 200, San Rafael, CA 94903

RIA

CRD#: 291192

San Rafael, CA

Past

January 10, 2011 - January 26, 2018

MARIN FINANCIAL ADVISORS LLC

RIA

CRD#: 135872

LARKSPUR, CA

Past

April 10, 1995 - July 10, 2002

BARCLAYS CAPITAL INC.

CRD#: 19714

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LONGVIEW FINANCIAL ADVISORS, LLC

CRD#: 291192 / SEC#: 801-112241

RIA

Registered Investment Advisory firm - (1/5/2018 Approved)

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
(3/9/2018)

IAR

New Jersey
(3/26/2025)

IAR

Texas
(5/18/2018)

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

Series 63

Date: 5/3/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/7/1995

General Securities Representative Examination

Current Firm

LONGVIEW FINANCIAL ADVISORS, LLC

CRD#: 291192 / SEC#: 801-112241

RIA

Registered Investment Advisory firm - (1/5/2018 Approved)

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Contact information

Main Address

Bernardsville, NJ

Mailing Address

4040 Civic Center Drive Suite 200 Pmb# 3420, San Rafael, CA 94903

Phone number

(415) 256-7700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LONGVIEW FINANCIAL ADVISORS ADV PART 2A & 2B ANNUAL AMENDMENT 03.25.25 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	429
AUM (Assets Under Management)	$ 351,244,265

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.

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Timothy C. Harrington

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Charles Harrington's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONGVIEW FINANCIAL ADVISORS, LLC

MARIN FINANCIAL ADVISORS LLC

BARCLAYS CAPITAL INC.

Primary Firm SEC Registration

LONGVIEW FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/3/1995

Series 7

Date: 4/7/1995

Current Firm

LONGVIEW FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LONGVIEW FINANCIAL ADVISORS, LLC

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