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TH

Timothy N. Hunt

GALLAGHER FIDUCIARY ADVISORS
Charlotte, NC 28209
Some features on this profile are disabled
CRD#: 2872168
TH

Professional summary

Timothy Nelson Hunt is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Charlotte, North Carolina.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Nelson Hunt'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

February 11, 2026 - Present

GALLAGHER FIDUCIARY ADVISORS, LLC

Office #1: 4250 Congress Street, Suite 200, Charlotte, NC 28209
RIA
CRD#: 146509
Charlotte, NC
Past

December 12, 2024 - February 17, 2026

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
CHARLOTTE, NC
Past

December 12, 2024 - February 17, 2026

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
CHARLOTTE, NC
Past

July 20, 2022 - December 10, 2024

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Charlotte, NC
Past

July 1, 2022 - December 10, 2024

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Charlotte, NC
Past

May 8, 2014 - July 15, 2022

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
CHARLOTTE, NC
Past

December 3, 2013 - July 15, 2022

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

July 11, 2008 - October 16, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
CHARLOTTE, NC
Past

May 14, 2008 - October 16, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
CHARLOTTE, NC
Past

April 12, 2007 - March 11, 2008

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
CHARLOTTE, NC
Past

April 10, 2007 - March 11, 2008

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
CHARLOTTE, NC
Past

April 1, 2004 - April 9, 2007

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
CHARLOTTE, NC
Past

December 31, 2000 - April 1, 2004

C.P. ADVISORY SERVICES

RIA
CRD#: 118052
CHARLOTTE, NC
Past

May 3, 1999 - April 9, 2007

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
CHARLOTTE, NC
Past

May 23, 1997 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
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".
GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA

CRD#: 146509 / SEC#: 801-68868

RIA
Registered Investment Advisory firm - (3/17/2008 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
North Carolina
(2/11/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/13/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/13/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/7/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/22/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA

CRD#: 146509 / SEC#: 801-68868

RIA
Registered Investment Advisory firm - (3/17/2008 Approved)
PREMIUM
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Contact information

Main Address
2850 Golf Road, Rolling Meadows, IL 60008
Mailing Address
Phone number
(212) 330-1011
Established
Firm type
Fiscal year end
# of Employees
221

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FOR GALLAGHER FIDUCIARY ADVISORS, LLC FOR RETAIL CLIENTS (4/22/2025)
FORM ADV PART 2A FOR GALLAGHER FIDUCIARY ADVISORS, LLC FOR INSTITUTIONAL CLIENTS (4/22/2025)

Regulatory assets under management

Total Number of Accounts5,754
AUM (Assets Under Management)$ 180,614,282,519

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.

Company Information

GALLAGHER FIDUCIARY ADVISORS, LLC

CRD#: 146509Charlotte, NC 28209

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