TM
Timothy L. Miller
MONOCACY WEALTH MANAGEMENT
FREDERICK, MD 21701
Some features on this profile are disabled
CRD#: 6747255
TM
Professional summary
Timothy Lawrence Miller, who also goes by Timothy Miller, is a registered financial advisor currently at MONOCACY WEALTH MANAGEMENT, LLC located in Frederick, Maryland.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Timothy has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Timothy Miller
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.
FARAGALLA AND ASSOCIATES; NON-INVESTMENT RELATED; 9099 RIDGEFIELD DR., STE 205; FREDERICK, MD 21701; ACCOUNTING AND CONSULTING; PARTNER; 2013; 160; 160; CPA SERVICES, INTERNAL BUSINESS DUTIES. MONOCACY INSURANCE GROUP LLC; NOT INVESTMENT RELATED. 9099 RIDGEFIELD DRIVE, SUITE 205, FREDERICK, MD 21701. INSURANCE; INSURANCE AGENT/BROKER, CO-OWNER; 02/2024. 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS. ASSISTING INDIVIDUALS WITH BUYING INSURANCE PRODUCTS. TIMOTHY L MILLER, LLC; INVESTMENT RELATED; 9099 RIDGEFIELD DR., STE 205; FREDERICK, MD 21701; FINANCIAL AND INSUANCE; OWNER; 2/11/2022; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS; INTEREST IN MONOCACY WEALTH AND MONOCACY INSURANCE GROUP. REVERE PROPERTIES, LLC. NON-INVESTMENT RELATED; 9099 RIDGEFIELD DR., STE 205; FREDERICK, MD 21701. REAL ESTATE. CO-OWNER; 6/26/2023. 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS. OWNS AND OPERATES COMMERCIAL RENTAL. ENTEGRATED, LLC. NON-INVESTMENT RELATED. 9099 RIDGEFIELD DR., STE 205; FREDERICK, MD 21701. TECH/SOFTWARE. CO-OWNER. 08/2024. 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS. PARTIALLY OWNS AND ASSISTS WITH CRM BASED PROJECT.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Lawrence Miller'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®
NoneExperience
Current
August 24, 2021 - Present
MONOCACY WEALTH MANAGEMENT, LLC
Office #1: 9099 Ridgefield Drive Suite 205, Frederick, MD 21701RIA
CRD#: 315979
FREDERICK, MD
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
Maryland(8/24/2021)
Current Firm
MW
MONOCACY WEALTH MANAGEMENT, LLC
MONOCACY WEALTH MANAGEMENT, LLC
CRD#: 315979 / SEC#: 801-122100
RIA
Registered Investment Advisory firm - (1/20/2022 Terminated)Florida
Registered Investment Advisory firm - (10/24/2025 Approved)Maryland
Registered Investment Advisory firm - (1/5/2022 Approved)Texas
Registered Investment Advisory firm - (3/19/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9099 Ridgefield Drive Suite 205, Frederick, MD 21701
Mailing Address
Phone number
(301) 694-9712
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 162 |
| AUM (Assets Under Management) | $ 30,478,505 |
Red Flags
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