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TU

Timothy R. Udelsman

TOWER PRINCIPAL MARKETS LLC
New York, NY 10271
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CRD#: 6806280
TU

Professional summary


Timothy Robert Udelsman, who also goes by Timothy Udelsman, is a registered financial professional currently at TOWER PRINCIPAL MARKETS LLC located in New York, New York and TRC MARKETS LLC located in New York, New York.

Timothy is registered as a RR (Registered Representative) and started their career in finance in 2018. Timothy has worked at 4 firms and has passed the Series 63, Series 52TO, SIE, Series 57, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Timothy Udelsman

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) - BD


Click below to view Timothy Robert Udelsman'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

February 26, 2025 - Present

TOWER PRINCIPAL MARKETS LLC

Office #1: 120 Broadway 38th Floor, New York, NY 10271
BD
CRD#: 319604
New York, NY
Current

February 26, 2025 - Present

TRC MARKETS LLC

Office #1: 120 Broadway 38th Floor, New York, NY 10271
BD
CRD#: 171272
NEW YORK, NY
Past

November 4, 2021 - August 16, 2023

FLOW TRADERS U.S. INSTITUTIONAL TRADING LLC

BD
CRD#: 282266
New York, NY
Past

May 9, 2018 - August 16, 2023

FLOW TRADERS U.S. LLC

BD
CRD#: 150780
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
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

RR
New York
(2/26/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 11/12/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 2/9/2019
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 57
Date: 8/2/2018
Securities Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe C2 Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
MEMX LLC
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE National, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


TM
TRC MARKETS LLC
TRC MARKETS LLC

CRD#: 171272 / SEC#: , 8-69454

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
111 Coleman Blvd Suite 404, Mount Pleasant, SC 29464
Mailing Address
111 Coleman Blvd Suite 404, Mount Pleasant, SC 29464
Phone number
(843) 352-8000
Established
Delaware since 12/18/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
TOWER RESEARCH CAPITAL LLCMEMBER
CONCANNON, SEAN PATRICKPRINCIPAL FINANCIAL OFFICER5364102
ELLMAN, MICHAEL GREGPRINCIPAL OPERATIONS OFFICER & FINOP5574667
MESTER, THOMAS BRENNERCHIEF COMPLIANCE OFFICER2350593
SHEDID, MARWA MAHMOUDCHIEF OPERATING OFFICER5470002
WILSON, KENNETH NIXONCEO3014927

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.

Company Information


TRC MARKETS LLC

CRD#: 171272New York, NY 10271

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