Timothy S. Mayer

PRIMEAUMAYER FINANCIAL

Manassas, VA 20109

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CRD#: 7074399

Professional summary

Timothy Scott Mayer is a registered financial advisor currently at PRIMEAUMAYER FINANCIAL located in Manassas, Virginia.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Timothy has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Mayer Practice Limited Liability Company DBA Mayer Financial Solutions 7900 Sudley Rd, #806 Manassas VA 20109 12,2016 to Present Owner Life and health insurance Approx 10 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Scott Mayer'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 30, 2020 - Present

PRIMEAUMAYER FINANCIAL

Office #1: 7900 Sudley Road Suite 806, Manassas, VA 20109

RIA

CRD#: 306259

Manassas, VA

Past

March 20, 2019 - January 30, 2020

VIRTUE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 167816

MANASSAS, VA

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

Texas
(7/18/2023)

IAR

Virginia
(1/30/2020)

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 65

Date: 2/27/2019

Uniform Investment Adviser Law Examination

Current Firm

PRIMEAUMAYER FINANCIAL

PRIMEAUMAYER ADVISORS LLC | PRIMEAUMAYER FINANCIAL

CRD#: 306259 / SEC#:

Texas

Registered Investment Advisory firm - (7/18/2023 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (1/30/2020 Approved)

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Contact information

Main Address

7900 Sudley Road Suite 806, Manassas, VA 20109

Mailing Address

Phone number

(571) 252-7111

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	74
AUM (Assets Under Management)	$ 31,302,528

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Timothy S. Mayer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Scott Mayer's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIMEAUMAYER FINANCIAL

VIRTUE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/27/2019

Current Firm

PRIMEAUMAYER FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PRIMEAUMAYER FINANCIAL

TRUST BUT VERIFY

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