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TM

Timothy B. Mcmullen

RIVERSIDE FINANCIAL ADVISORS LLC
PITTSBURGH, PA 15239
Some features on this profile are disabled
CRD#: 7064867
TM

Professional summary

Timothy Brian Mcmullen, who also goes by Tim Mcmullen, is a registered financial advisor currently at RIVERSIDE FINANCIAL ADVISORS LLC located in Pittsburgh, Pennsylvania.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Timothy has worked at 5 firms and has passed the Series 63, Series 65, Series 6TO, SIE and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tim Mcmullen

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 Brian Mcmullen'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

January 29, 2026 - Present

RIVERSIDE FINANCIAL ADVISORS LLC

Office #1: 8085 Saltsburg Road Suite 201, Pittsburgh, PA 15239
RIA
CRD#: 339678
PITTSBURGH, PA
Past

January 2, 2024 - January 27, 2026

SAXONY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 122692
New Kensington, PA
Past

January 2, 2024 - January 27, 2026

SAXONY SECURITIES, INC.

BD
CRD#: 115547
Pittsburgh, PA
Past

July 11, 2019 - January 2, 2024

FLORIDA FINANCIAL ADVISORS, LLC

RIA
CRD#: 288811
Philadelphia, PA
Past

April 1, 2019 - January 2, 2024

TRINITY WEALTH SECURITIES, L.L.C.

BD
CRD#: 104348
Philadelphia, PA

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
Pennsylvania
(1/29/2026)
IAR
Texas
(2/13/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 1/18/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/30/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 4/1/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/15/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/10/2022
Investment Company Products/Variable Contracts Principal Examination

Current Firm

RF
RIVERSIDE FINANCIAL ADVISORS LLC
RIVERSIDE FINANCIAL ADVISORS LLC

CRD#: 339678 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (1/29/2026 Approved)
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Contact information

Main Address
8085 Saltsburg Road Suite 201, Pittsburgh, PA 15239
Mailing Address
Phone number
(412) 353-0102
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

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Company Information

RIVERSIDE FINANCIAL ADVISORS LLC

CRD#: 339678Pittsburgh, PA 15239

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