Timothy Huynh
FIREBRAND WEALTH MANAGEMENT
New York, NY 10036
Some features on this profile are disabled
CRD#: 5950209
Professional summary
Timothy Huynh, CFP® is a registered financial advisor currently at FIREBRAND WEALTH MANAGEMENT, LLC located in New York, New York.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Timothy has worked at 2 firms .
Core Areas of Focus
College/Education Planning
Corporate Executives
High Net Worth Client Needs
Millennials
Retirement Plan Investment Advice
Tax Planning
Biography
Tim is a Partner and Wealth Advisor at Westfield Financial Planning. With over a decade of industry experience, he works alongside Mark Swingle and Dan Song on all facets of the financial planning process – from helping develop financial plans, to coordinating the day-to-day needs of our clients.
Tim graduated with honors from Rutgers Business School with a B.S. in Finance and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Tim lives in Mountainside with his wife Stephanie. Tim is a TeamUp mentor to students at Rutgers Business School, an executive board member of the Rutgers Business School Alumni Association (RBSAA), and a member of the Greater Westfield Area Chamber of Commerce. During his spare time, Tim enjoys photography, skiing, tennis, volleyball, and participating in CrossFit workouts.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Estate Planning
Investment Planning
Retirement Planning
Insurance Planning
Education Planning
What is your minimum asset requirement?
100K
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.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Huynh'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®
CFP®
Start date: 2019
Experience
Current
June 17, 2024 - Present
FIREBRAND WEALTH MANAGEMENT, LLC
Office #1: 135 W 41st St 5th Floor, New York, NY 10036RIA
CRD#: 292154
New York, NY
Past
May 28, 2019 - March 31, 2024
WESTFIELD FINANCIAL PLANNING
RIA
CRD#: 290102
WESTFIELD, NJ
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
California(6/17/2024)
IAR
New Jersey(9/27/2024)
IAR
New York(6/17/2024)
IAR
Texas(6/17/2024)
IAR
Washington(6/17/2024)
Exams
Current Firm
FIREBRAND WEALTH MANAGEMENT, LLC
FIREBRAND WEALTH MANAGEMENT | FIREBRAND WEALTH MANAGEMENT, LLC
CRD#: 292154 / SEC#:
California
Registered Investment Advisory firm - (4/13/2020 Approved)New Jersey
Registered Investment Advisory firm - (9/26/2024 Approved)New York
Registered Investment Advisory firm - (4/1/2024 Approved)Texas
Registered Investment Advisory firm - (7/10/2018 Conditional Restricted)Virginia
Registered Investment Advisory firm - (1/9/2025 Terminated)Washington
Registered Investment Advisory firm - (4/17/2018 Approved)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
8201 164th Ave Ne Suite 238, Redmond, WA 98052
Mailing Address
200 E 16th St #13g, New York, NY 10003
Phone number
(206) 485-4000
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 76 |
| AUM (Assets Under Management) | $ 56,252,696 |
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.
