Timothy James O'mara
Professional Summary
Timothy James O'mara, who also goes by Timothy J O Mara, Timothy James O Mara, Tim O'mara, Timothy J O'mara, Timothy James Omara, Timothy Omara, was a registered financial advisor. Timothy was registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Timothy had worked at 9 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Timothy James O'mara, Timothy J O Mara, Timothy James O Mara, Tim O'mara, Timothy J O'mara, Timothy James Omara, Timothy Omara
Similar Advisors
IMPACT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CORNERSTONE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
IMPACT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CORNERSTONE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
IMPACT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CORNERSTONE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
Disclosures on record.
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.
Similar Advisors
IMPACT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CORNERSTONE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
IMPACT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CORNERSTONE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
Current Firm
No current employmentSimilar Advisors
IMPACT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CORNERSTONE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
IMPACT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CORNERSTONE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
State Registrations and Notice Filings
(9/22/2026)
(10/2/2026)
(9/16/2026)
(9/16/2026)
(9/16/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
IMPACT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CORNERSTONE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
IMPACT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CORNERSTONE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC