TM
Timothy M. Macready
EVERSOURCE WEALTH ADVISORS
Highlands Ranch, CO
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CRD#: 7557051
TM
Professional summary
Timothy Malcolm Macready is a registered financial advisor currently at EVERSOURCE WEALTH ADVISORS, LLC located in Highlands Ranch, Colorado.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. 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.
Unless otherwise specified, the following activities are conducted at 8866 Red Bush Trail, Highlands Ranch, Colorado 80126. 1) Since May 2020, Tim has been a member of the Investment Committee for Paua Wealth (New Zealand). He participates in Investment Committee meetings and presentations and spends approximately 2 hours per month during trading hours on this investment-related activity. 2) Since March 2024, Tim has been a Board Member of Criterion Institute, a tax exempt entity located at 81 Church Hill Road, Haddam, CT 06438. He attends Board meetings and provides insight on Board Strategy. Tim spends 2 hours per month during trading hours on this investment-related activity. 3) Tim has been a Commission Member with the CIMA Commission located at 5619 DTC Pkwy, Ste. 600, Greenwood Village, Colorado 80111 since May of 2024. He spend 2 hours per month during trading hours to attend commission meetings and review CIMA exams to ensure areas relevant to the investment analyst roles are covered. This is an investment related activity. 4) Since August 2023, Tim has been a Board Member and Treasurer of Global Trust Partners, a tax exempt entity located at 9671 W. Indore Dr., Littleton, Colorado 80128. In this role, he attends meetings and reviews financial statements. He spends 3 hours per month (1 hour per month during business hours) on this non-investment related activity.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Malcolm Macready'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
November 11, 2022 - Present
EVERSOURCE WEALTH ADVISORS, LLC
RIA
CRD#: 286340
Highlands Ranch, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)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
Colorado(11/11/2022)
Current Firm
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243
Mailing Address
Phone number
(205) 982-5515
Established
Firm type
Fiscal year end
# of Employees
76
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,633 |
| AUM (Assets Under Management) | $ 3,954,297,526 |
Red Flags
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