Timothy Streufert
Professional summary
Timothy Streufert is a registered financial advisor currently at NINEPOINTTWO CAPITAL LLC located in Los Angeles, California and PRIVATE FINANCIAL COUNSELING 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 2 firms and has passed the Series 65 and Series 3 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Streufert's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 29, 2018 - Present
NINEPOINTTWO CAPITAL LLC
Office #1: 1901 Avenue Of The Stars Ste 1100, Los Angeles, CA 90067January 16, 2025 - Present
PRIVATE FINANCIAL COUNSELING
Office #1: 1901 Avenue Of The Stars Suite 200, Los Angeles, CA 90067Primary Firm SEC Registration
PRIVATE FINANCIAL COUNSELING
CRD#: 110648 / SEC#: 801-26253
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/29/2018)
(5/18/2021)
Exams
Current Firm
PRIVATE FINANCIAL COUNSELING
CRD#: 110648 / SEC#: 801-26253
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 382 |
| AUM (Assets Under Management) | $ 262,457,567 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/28/2025 |
Red Flags
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