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Timothy Robert Powers

OAKRIDGE MANAGEMENT GROUP LLC·DARIEN, Connecticut
SIE, Series 7, Series 66Clean recordOAKRIDGE MANAGEMENT GROUP LLC
320 POST ROAD, DARIEN, CT 06820CRD# 5154178Firm CRD# 306284

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Robert Powers · DARIEN, CT
Registration
CRD #5154178 · OAKRIDGE MANAGEMENT GROUP LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
OAKRIDGE MANAGEMENT GROUP LLC
CRD 306284 · SEC 801-117907
AUM
$1.1B
Regulatory assets under management
Employees
4
111 client accounts
Services offered by OAKRIDGE MANAGEMENT GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at OAKRIDGE MANAGEMENT GROUP LLC →
Introduction

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Frequently Asked Questions

What services does Timothy Robert Powers offer?
Timothy Robert Powers specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DARIEN, Connecticut for a consultation.
What are Timothy Robert Powers's credentials?
Timothy Robert Powers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Robert Powers located?
Timothy Robert Powers is based in DARIEN, Connecticut, working with OAKRIDGE MANAGEMENT GROUP LLC. Their office serves clients in the DARIEN metropolitan area and surrounding communities.
How does Timothy Robert Powers charge for services?
Timothy Robert Powers's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAKRIDGE MANAGEMENT GROUP LLC?
OAKRIDGE MANAGEMENT GROUP LLC has approximately 4 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAKRIDGE MANAGEMENT GROUP LLC

Varun Solan
DARIEN, CT
Michael James Smith
DARIEN, CT

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