Timothy L. Gervais

FOUNDATION WEALTH & TAX ADVISORS

Annapolis, MD 21401

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CRD#: 8031388

Professional summary

Timothy Lyle Gervais is a registered financial advisor currently at FOUNDATION WEALTH & TAX ADVISORS, LLC located in Annapolis, Maryland.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. 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.

Tax Manager at non-affiliated tax firm that has some crossover in ownership. Commissions received from tax firm are for tax and valuation work brought in, or referrals for employees hired by the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Lyle Gervais'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 27, 2025 - Present

FOUNDATION WEALTH & TAX ADVISORS, LLC

Office #1: 839 Bestgate Road Suite 400, Annapolis, MD 21401

RIA

CRD#: 317596

Annapolis, MD

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

Maryland
(1/27/2025)

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: 10/30/2024

Uniform Investment Adviser Law Examination

Current Firm

FOUNDATION WEALTH & TAX ADVISORS, LLC

CRD#: 317596 / SEC#:

Florida

Registered Investment Advisory firm - (7/8/2024 Approved)

Maryland

Registered Investment Advisory firm - (2/11/2022 Approved)

North Carolina

Registered Investment Advisory firm - (2/28/2022 Approved)

South Carolina

Registered Investment Advisory firm - (4/16/2023 Approved)

Virginia

Registered Investment Advisory firm - (8/24/2023 Approved)

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Contact information

Main Address

839 Bestgate Road Suite 400, Annapolis, MD 21401

Mailing Address

Phone number

+1 (888) 354-5899

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	212
AUM (Assets Under Management)	$ 49,348,002

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Timothy L. Gervais

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Lyle Gervais's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOUNDATION WEALTH & TAX ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/30/2024

Current Firm

FOUNDATION WEALTH & TAX ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FOUNDATION WEALTH & TAX ADVISORS, LLC

TRUST BUT VERIFY

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