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Timothy Platt Pettee

PETTEE INVESTORS INC·ROWAYTON, Connecticut
Series 65Clean record4 years registeredPETTEE INVESTORS INC
137 ROWAYTON AVENUE, ROWAYTON, CT 06853CRD# 2097556Firm CRD# 105553

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Platt Pettee · ROWAYTON, CT
Registration
CRD #2097556 · PETTEE INVESTORS INC · 4 years registered
Brand Profile
Not yet started
01

Career History

PETTEE INVESTORS INC
Apr 2022 – present
HOYA CAPITAL REAL ESTATE, LLC
Apr 2022 – Jan 2023
ROWAYTON, CT
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 22, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PETTEE INVESTORS INC
CRD 105553 · SEC 801-34750
AUM
$232M
Regulatory assets under management
Employees
6
73 client accounts
Services offered by PETTEE INVESTORS INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PETTEE INVESTORS INC →
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05

Frequently Asked Questions

What services does Timothy Platt Pettee offer?
Timothy Platt Pettee specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ROWAYTON, Connecticut for a consultation.
What are Timothy Platt Pettee's credentials?
Timothy Platt Pettee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Platt Pettee located?
Timothy Platt Pettee is based in ROWAYTON, Connecticut, working with PETTEE INVESTORS INC. Their office serves clients in the ROWAYTON metropolitan area and surrounding communities.
How does Timothy Platt Pettee charge for services?
Timothy Platt Pettee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PETTEE INVESTORS INC?
PETTEE INVESTORS INC has approximately 6 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PETTEE INVESTORS INC

Sheila Peck Pettee
ROWAYTON, CT

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