TC
Timothy Cross
ALTIOR CAPITAL
Windermere, FL 34786
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CRD#: 7442397
TC
Professional summary
Timothy Cross is a registered financial advisor currently at ALTIOR CAPITAL located in Windermere, Florida.
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
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Cross'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
December 6, 2021 - Present
ALTIOR CAPITAL
Office #1: 9100 Conroy Windermere Road Suite 200, Office 223, Windermere, FL 34786RIA
CRD#: 316734
Windermere, FL
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
Florida(12/6/2021)
IAR
Texas(4/14/2022)
Current Firm
AC
ALTIOR CAPITAL
ALTIOR CAPITAL | ALTIOR CAPITAL MANAGEMENT LP | ALTIOR CAPITAL MANAGEMENT LLC
CRD#: 316734 / SEC#: 801-122640
RIA
Registered Investment Advisory firm - (12/9/2022 Terminated)Florida
Registered Investment Advisory firm - (10/6/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
480 N. Orlando Avenue Suite 236, Winter Park, FL 32789
Mailing Address
Phone number
(321) 335-2555
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 127 |
| AUM (Assets Under Management) | $ 35,739,050 |
Red Flags
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