Timothy A. Chisholm

NEWSQUARE CAPITAL

Newtown Square, PA 19073-3229

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CRD#: 2871455

Professional summary

Timothy Andrew Chisholm is a registered financial advisor currently at NEWSQUARE CAPITAL, LLC located in Newtown Square, Pennsylvania.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Timothy has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.

REGISTERED INVESTMENT ADVISOR & DIRECTOR OF RETIRMENT PLAN SERVICES FOR NEWSQUARE CAPITAL, LLC(INVESTMENT-RELATED) FROM BUSINESS ADDRESS FOR 40HRS/WK DURING SECURITIES TRADING & 10HRS/WKND & EVENINGS-SINCE 4/2015 Registered Investment Advisor - Efficient Advisors, cross market to strategic relationships sourced via Efficient referrals

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Andrew Chisholm'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

November 8, 2018 - Present

NEWSQUARE CAPITAL, LLC

Office #1: 16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229

RIA

CRD#: 152430

Newtown Square, PA

Past

May 3, 2018 - April 8, 2025

EFFICIENT ADVISORS

RIA

CRD#: 150144

Newtown Square, PA

Past

March 25, 2017 - December 4, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

NEWTOWN SQUARE, PA

Past

March 25, 2017 - December 4, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

NEWTOWN SQUARE, PA

Past

August 7, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

NEWTOWN SQUARE, PA

Past

May 15, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

NEWTOWN SQUARE, PA

Past

October 17, 2005 - May 12, 2015

BRINKER CAPITAL INC

RIA

CRD#: 111743

BERWYN, PA

Past

March 3, 2004 - March 10, 2015

BRINKER CAPITAL SECURITIES, LLC

CRD#: 38123

BERWYN, PA

Past

January 22, 1999 - February 13, 2004

MFS FUND DISTRIBUTORS, INC.

CRD#: 31052

BOSTON, MA

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".

NEWSQUARE CAPITAL, LLC

CFG ASSET MANAGEMENT LLC | NEWSQUARE CAPITAL, LLC

CRD#: 152430 / SEC#: 801-70908

RIA

Registered Investment Advisory firm - (1/11/2010 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

Pennsylvania
(11/8/2018)

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

IAR

Series 65

Date: 10/6/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/22/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/4/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/3/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/14/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NEWSQUARE CAPITAL, LLC

CFG ASSET MANAGEMENT LLC | NEWSQUARE CAPITAL, LLC

CRD#: 152430 / SEC#: 801-70908

RIA

Registered Investment Advisory firm - (1/11/2010 Approved)

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Contact information

Main Address

16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229

Mailing Address

Phone number

(610) 325-6117

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NEWSQUARE WRAP BROCHURE (3/28/2025)

NEWSQUARE ADV 2 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,752
AUM (Assets Under Management)	$ 1,930,754,665

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 A. Chisholm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Andrew Chisholm's CRS (Customer Relationship Summary).

Certified licenses

Experience

EFFICIENT ADVISORS

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

BRINKER CAPITAL INC

BRINKER CAPITAL SECURITIES, LLC

MFS FUND DISTRIBUTORS, INC.

Primary Firm SEC Registration

NEWSQUARE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/6/2005

Series 63

Date: 7/22/1998

SIE

Date: 12/4/2017

Series 7

Date: 6/3/2005

Series 6

Date: 12/14/1998

Current Firm

NEWSQUARE CAPITAL, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEWSQUARE CAPITAL, LLC

TRUST BUT VERIFY

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