TV
Timothy S. Vickrey
NEWTOWN, PA 18940
Some features on this profile are disabled
CRD#: 8308215
TV
Timothy Scott Vickrey III
Professional summary
Timothy Scott Vickrey III, who also goes by Timothy VIckrey III, was a registered financial advisor .
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Timothy had worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
Timothy Vickrey Iii
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.
Name of other business: Life and Health Insurance Agent - Investment related: Yes - Address of other business: 105 Spring Garden Mill Drive, Newtown, PA 18940 - Nature of other business: Life and Health Insurance Sales - Position: Agent - Title or relationship with other business: Sole Proprietor - Start date of relationship: 5/13/2026 - hours/month devoted to other business: 10 hours per month - Hours during security trading hours: 0 hours per month - Duties relating to other business: Life and Health insurance sales that are incidental to IAR duties. Conducted on an as needed and requested by the client basis to offer them the convenience of not having to engage another professional. This is in line with our firm's desire to offer a wholistic approach to wealth management and investment advisory services.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
August 6, 2026 - Present
Office #1: 105 Spring Garden Mill Drive, Newtown, PA 18940
NEWTOWN, 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(8/6/2026)
Current firm
No current employment
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.
