Timothy M. Giguere

RICHARD P. DOLEVA & ASSOCIATES

EAST LONGMEADOW, MA 01028

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CRD#: 5860463

Professional summary

Timothy Michael Giguere is a registered financial advisor currently at RICHARD P. DOLEVA & ASSOCIATES located in East Longmeadow, Massachusetts and OSAIC WEALTH, INC. located in East Longmeadow, Massachusetts.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Timothy has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.

1.RICHARD P DOLEVA CPA INC POSITION: STAFF CPA NATURE: TAX PREPERTAION AND ACCOUNTING SERVICES. CORPORATION. INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 133 START DATE: 06/01/2010 ADDRESS: 180 DENSLOW ROAD, SUITE 7, EAST LONGMEADOW MA 01028 DESCRIPTION: PREPARE TAX RETURNS, AND PROVIDE TAX PLANNING AND ACCOUNTING SERVICES. 2. TIMOTHY M GIGUERE, CPA POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 70 START DATE: 01/01/2020 ADDRESS: 180 Denslow Rd, Suite 7, East Longmeadow MA 01028, United States DESCRIPTION: I am the owner of a tax preparation and accounting firm. 3. BIG HOMER, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2023 ADDRESS: 180 Denslow Road, Suite 7, East Longmeadow MA 01028, United States DESCRIPTION: The LLC owns the office condominium unit that my business and employment operates.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Michael Giguere's 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

September 17, 2025 - Present

RICHARD P. DOLEVA & ASSOCIATES

Office #1: 180 Denslow Rd Suite 7, East Longmeadow, MA 01028

RIA

CRD#: 127752

EAST LONGMEADOW, MA

Current

September 1, 2023 - Present

OSAIC WEALTH, INC.

Office #1: 180 Denslow Rd Suite 7, East Longmeadow, MA 01028

RIA

CRD#: 23131

East Longmeadow, MA

Past

August 5, 2013 - September 1, 2023

OSAIC SERVICES, INC.

CRD#: 133763

EAST LONGMEADOW, MA

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Massachusetts
(8/5/2025)

IAR

Massachusetts
(9/17/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/1/2025

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/5/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

RICHARD P. DOLEVA & ASSOCIATES

DOLEVA, RICHARD PAUL | RICHARD P. DOLEVA, CPA | RICHARD P. DOLEVA & ASSOCIATES INC. | RICHARD P. DOLEVA & ASSOCIATES

CRD#: 127752 / SEC#:

Connecticut

Registered Investment Advisory firm - (8/20/2001 Approved)

Florida

Registered Investment Advisory firm - (6/29/2012 Approved)

Massachusetts

Registered Investment Advisory firm - (11/9/2000 Approved)

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Contact information

Main Address

180 Denslow Rd Suite 7, East Longmeadow, MA 01028

Mailing Address

Phone number

(413) 525-0151

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Timothy M. Giguere

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Michael Giguere's CRS (Customer Relationship Summary).

Certified licenses

Experience

RICHARD P. DOLEVA & ASSOCIATES

OSAIC WEALTH, INC.

OSAIC SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/1/2025

SIE

Date: 10/1/2018

Series 7

Date: 8/5/2013

FINRA

Current Firm

RICHARD P. DOLEVA & ASSOCIATES

Contact information

Documents

Red Flags

Company Information

RICHARD P. DOLEVA & ASSOCIATES

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