Timothy J. Seymour

SEYMOUR ASSET MANAGEMENT LLC

NEW YORK, NY 10023

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CRD#: 2793641

Professional summary

Timothy J Seymour, who also goes by Timothy Joseph Seymour, is a registered financial advisor currently at SEYMOUR ASSET MANAGEMENT LLC located in New York, New York and MAGNUS FINANCIAL GROUP LLC located in New York, New York.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Timothy has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 3 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Timothy Joseph Seymour

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.

1) Cheech and Chong Global; Not investment-related; Danville, CA. 94506; Consumer products company; Board Member; Advise company on industry matter, hold stock option in company; Less than 5% of time per month. 2) Timothy Seymour is dually registered as an Investment Advisor Representative ("IAR") with Magnus Financial Group LLC ("Magnus") and Seymour Asset Management LLC ("Seymour"). Magnus and Seymour are not affiliated entities, and Mr. Seymour does not recommend the services of Magnus to clients of Seymour. Mr. Seymour spends approximately 75% of his time per month as an IAR of Magnus, with the balance as an IAR of Seymour.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy J Seymour'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

April 10, 2018 - Present

SEYMOUR ASSET MANAGEMENT LLC

Office #1: 157 Columbus Avenue 5th Floor, Suite 519, New York, NY 10023

RIA

CRD#: 291768

NEW YORK, NY

Current

July 8, 2025 - Present

MAGNUS FINANCIAL GROUP LLC

Office #1: 157 Columbus Avenue 5th Floor, Suite 519, New York, NY 10023

RIA

CRD#: 289423

NEW YORK, NY

Past

December 11, 2018 - December 20, 2019

THE BENCHMARK COMPANY, LLC

CRD#: 22982

NEW YORK, NY

Past

April 9, 2018 - December 31, 2018

SEYMOUR ASSET MANAGEMENT LLC

RIA

CRD#: 291768

NEW YORK, NY

Past

September 22, 2016 - July 5, 2017

GLOBAL OAK CAPITAL MARKETS LLC

CRD#: 125860

CHARLESTON, SC

Past

February 10, 2000 - January 5, 2005

SBERBANK CIB USA, INC.

CRD#: 47972

NEW YORK, NY

Past

November 26, 1996 - September 30, 1998

UBS SECURITIES LLC

CRD#: 7654

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".

MAGNUS FINANCIAL GROUP LLC

CRD#: 289423 / SEC#: 801-111093

RIA

Registered Investment Advisory firm - (9/4/2017 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
(8/11/2022)

IAR

Connecticut
(5/12/2021)

IAR

Illinois
(3/14/2024)

IAR

Missouri
(2/26/2024)

IAR

New Jersey
(8/30/2022)

IAR

New Mexico
(8/11/2022)

IAR

New York
(11/4/2021)

IAR

Pennsylvania
(2/27/2024)

IAR

South Carolina
(8/11/2022)

IAR

Texas
(8/11/2022)

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: 7/8/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/1/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/5/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/22/2016

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 10/2/1997

National Commodity Futures Examination

Principal/Supervisory Exam

Series 24

Date: 10/19/1999

General Securities Principal Examination

Current Firm

MAGNUS FINANCIAL GROUP LLC

CRD#: 289423 / SEC#: 801-111093

RIA

Registered Investment Advisory firm - (9/4/2017 Approved)

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Contact information

Main Address

90 Park Avenue Suite 1800, New York, NY 10016

Mailing Address

Phone number

(800) 339-1367

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MAGNUS FINANCIAL GROUP LLC BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,313
AUM (Assets Under Management)	$ 1,945,865,246

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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Advisor Monitoring

Firm Stability Insights

Timothy J. Seymour

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy J Seymour's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAGNUS FINANCIAL GROUP LLC

THE BENCHMARK COMPANY, LLC

SEYMOUR ASSET MANAGEMENT LLC

GLOBAL OAK CAPITAL MARKETS LLC

SBERBANK CIB USA, INC.

UBS SECURITIES LLC

Primary Firm SEC Registration

MAGNUS FINANCIAL GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/2025

Series 63

Date: 12/1/2016

SIE

Date: 7/5/2017

Series 7

Date: 9/22/2016

Series 3

Date: 10/2/1997

Series 24

Date: 10/19/1999

Current Firm

MAGNUS FINANCIAL GROUP LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAGNUS FINANCIAL GROUP LLC

TRUST BUT VERIFY

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