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TT

Timothy G. Tymniak

CFO CAPITAL MANAGEMENT
Fairfield, CT 06824
Some features on this profile are disabled
CRD#: 5251160
TT

Professional summary

Timothy G Tymniak is a registered financial advisor currently at CFO CAPITAL MANAGEMENT, LLC located in Fairfield, Connecticut.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Timothy has worked at 3 firms and has passed the Series 66 and Series 11 exams.

top-8-questions

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 G Tymniak'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

January 15, 2020 - Present

CFO CAPITAL MANAGEMENT, LLC

Office #1: 1305 Post Rd Ste. 202, Fairfield, CT 06824
RIA
CRD#: 110950
Fairfield, CT
Past

December 14, 2017 - February 18, 2021

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
WESTPORT, CT
Past

July 23, 2007 - December 15, 2017

SMH CAPITAL INVESTMENTS LLC

BD
CRD#: 24535
WESTPORT, CT

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".
CC
CFO CAPITAL MANAGEMENT, LLC
CFO CAPITAL MANAGEMENT | CRUICE INVESTMENT ADVISORS, LTD. | CRUICE FINANCIAL PLANNING & CRUICE INVESTMENT ADVISORS | CRUICE FINANCIAL PLANNING | CRUICE FINANCIAL ORGANIZATION OR CRUICE FINANCIAL PLANNING | CRUICE FINANCIAL ORGANIZATION OR CFO CAPITAL MANAGEMENT | CRUICE FINANCIAL ORGANIZATION | CFO CAPITAL MANAGEMENT, LLC

CRD#: 110950 / SEC#: 801-30887

RIA
Registered Investment Advisory firm - (11/13/1987 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
Connecticut
(1/15/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/25/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 11
Date: 7/19/2007
Assistant Representative-Order Processing Qualification Exam

Current Firm

CC
CFO CAPITAL MANAGEMENT, LLC
CFO CAPITAL MANAGEMENT | CRUICE INVESTMENT ADVISORS, LTD. | CRUICE FINANCIAL PLANNING & CRUICE INVESTMENT ADVISORS | CRUICE FINANCIAL PLANNING | CRUICE FINANCIAL ORGANIZATION OR CRUICE FINANCIAL PLANNING | CRUICE FINANCIAL ORGANIZATION OR CFO CAPITAL MANAGEMENT | CRUICE FINANCIAL ORGANIZATION | CFO CAPITAL MANAGEMENT, LLC

CRD#: 110950 / SEC#: 801-30887

RIA
Registered Investment Advisory firm - (11/13/1987 Approved)
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Contact information

Main Address
1305 Post Rd Ste. 202, Fairfield, CT 06824
Mailing Address
Phone number
(203) 221-0202
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (3 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

CRUICE FINANCIAL ADV - 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts543
AUM (Assets Under Management)$ 218,368,226

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

CFO CAPITAL MANAGEMENT, LLC

CRD#: 110950Fairfield, CT 06824

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