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Timothy R Golas

SPURSTONE ADVISORY SERVICES, LLC·HIGGANUM, Connecticut
Clean recordSPURSTONE ADVISORY SERVICES, LLC
12 SCOVIL RD, HIGGANUM, CT 06441CRD# 4955538Firm CRD# 284158

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy R Golas · HIGGANUM, CT
Registration
CRD #4955538 · SPURSTONE ADVISORY SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy R Golas is a registered financial advisor based in HIGGANUM, Connecticut, affiliated with SPURSTONE ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SPURSTONE ADVISORY SERVICES, LLC
SPURSTONE
AUM
$124M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4955538
Firm CRD# 284158
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy R Golas offer?
Timothy R Golas specializes in Financial Planning, Investment Management. Contact their office in HIGGANUM, Connecticut for a consultation.
What are Timothy R Golas's credentials?
Timothy R Golas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy R Golas located?
Timothy R Golas is based in HIGGANUM, Connecticut, working with SPURSTONE ADVISORY SERVICES, LLC. Their office serves clients in the HIGGANUM metropolitan area and surrounding communities.
How does Timothy R Golas charge for services?
Timothy R Golas'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 SPURSTONE ADVISORY SERVICES, LLC?
SPURSTONE ADVISORY SERVICES, LLC has approximately 3 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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