Unclaimed Profile

Timothy Knott Reynolds

ASPIRIANT, LLC·SAN FRANCISCO, California

Series 1, Series 24, Series 63, Series 65Clean record24 years registeredASPIRIANT, LLC

101 SECOND STREET, SAN FRANCISCO, CA 94105CRD# 374806Firm CRD# 146720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Knott Reynolds · SAN FRANCISCO, CA

Registration

CRD #374806 · ASPIRIANT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASPIRIANT, LLC

ASPIRIANT, LLC

Jul 2012 – May 2017

MILWAUKEE, WI

ASPIRIANT INVESTMENT ADVISORS, LLC

Oct 2010 – Jul 2012

MILWAUKEE, WI

DELOITTE INVESTMENT ADVISORS LLC

Jul 2002 – Oct 2010

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 63

Series 65

Registration record

First registered · July 15, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASPIRIANT, LLC

CRD 146720 · SEC 801-68987

AUM

$14.8B

Regulatory assets under management

Employees

204

11,103 client accounts

Services offered by ASPIRIANT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ASPIRIANT, LLC →

Introduction

Speak with Timothy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Timothy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Timothy Knott Reynolds offer?

Timothy Knott Reynolds specializes in Financial Planning, Investment Management, Wealth Management.

What are Timothy Knott Reynolds's credentials?

Timothy Knott Reynolds is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Knott Reynolds located?

Timothy Knott Reynolds is based in SAN FRANCISCO, California, last registered with ASPIRIANT, LLC.

How does Timothy Knott Reynolds charge for services?

Timothy Knott Reynolds's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASPIRIANT, LLC?

ASPIRIANT, LLC has approximately 204 employees and manages $14.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →