Timothy D. Lonergan

WESTMOUNT PARTNERS

LOS ANGELES, CA 90067

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CRD#: 6506005

Professional summary

Timothy David Lonergan, CFP®, CPWA®, who also goes by Timothy Lonergan, is a registered financial advisor currently at WESTMOUNT PARTNERS, LLC located in Los Angeles, California.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Timothy has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Timothy Lonergan

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 David Lonergan'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®

CFP^®

Certified Financial Planner

Start date: 2018

CPWA^®

Certified Private Wealth Advisor

Start date: 2022-10-11

Expire date: 2024-09-30

Experience

Current

July 23, 2021 - Present

WESTMOUNT PARTNERS, LLC

Office #1: 2049 Century Park East Suite 2500, Los Angeles, CA 90067

RIA

CRD#: 158857

LOS ANGELES, CA

Past

July 7, 2020 - June 29, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SEAL BEACH, CA

Past

July 1, 2020 - June 25, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SEAL BEACH, CA

Past

May 10, 2019 - June 23, 2020

MORGAN STANLEY

CRD#: 149777

BOSTON, MA

Past

May 7, 2019 - June 23, 2020

MORGAN STANLEY

RIA

CRD#: 149777

BOSTON, MA

Past

July 24, 2018 - March 12, 2019

SVB WEALTH

RIA

CRD#: 172832

BOSTON, MA

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".

WESTMOUNT PARTNERS, LLC

WESTMOUNT ASSET MANAGEMENT, LLC | WESTMOUNT PARTNERS, LLC

CRD#: 158857 / SEC#: 801-72739

RIA

Registered Investment Advisory firm - (10/19/2011 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

California
(7/23/2021)

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

State Security Law Exam

IAR

Series 66

Date: 6/11/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/10/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/16/2019

Securities Industry Essentials Examination

Current Firm

WESTMOUNT PARTNERS, LLC

WESTMOUNT ASSET MANAGEMENT, LLC | WESTMOUNT PARTNERS, LLC

CRD#: 158857 / SEC#: 801-72739

RIA

Registered Investment Advisory firm - (10/19/2011 Approved)

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Contact information

Main Address

2049 Century Park East Suite 2500, Los Angeles, CA 90067

Mailing Address

Phone number

(310) 556-2502

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WESTMOUNT PARTNERS, LLC FORM ADV PART 2A - MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,595
AUM (Assets Under Management)	$ 5,202,679,011

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.

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Advisor Monitoring

Firm Stability Insights

Timothy D. Lonergan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy David Lonergan's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

MORGAN STANLEY

MORGAN STANLEY

SVB WEALTH

Primary Firm SEC Registration

WESTMOUNT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/11/2019

Series 7TO

Date: 5/10/2019

SIE

Date: 4/16/2019

Current Firm

WESTMOUNT PARTNERS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WESTMOUNT PARTNERS, LLC

TRUST BUT VERIFY

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