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Timothy R Golas

SPURSTONE ADVISORY SERVICES, LLC·HIGGANUM, Connecticut
SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record20 years registeredSPURSTONE 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 · 20 years registered
Brand Profile
Not yet started
01

Career History

SPURSTONE
Aug 2016 – present
LPL FINANCIAL LLC
Apr 2009 – Aug 2016
AVON, CT
UBS FINANCIAL SERVICES INC.
Feb 2007 – Apr 2009
HARTFORD, CT
METLIFE SECURITIES INC.
Aug 2005 – Feb 2007
WETHERSFIELD, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · August 25, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SPURSTONE ADVISORY SERVICES, LLC
CRD 284158 · SEC 801-127573
AUM
$124M
Regulatory assets under management
Employees
3
413 client accounts
Services offered by SPURSTONE ADVISORY SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SPURSTONE ADVISORY SERVICES, LLC →
Introduction

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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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Other Advisors at SPURSTONE ADVISORY SERVICES, LLC

Theodore Martin Degroot
HIGGANUM, CT

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