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Timothy Andrew Looney

WESTPORT RESOURCES MANAGEMENT INC·WESTPORT, Connecticut
SIE, Series 3, Series 7, Series 8, Series 9, Series 10, Series 14, Series 24, Series 27, Series 63, Series 99TOClean recordWESTPORT RESOURCES MANAGEMENT INC
315 POST ROAD WEST, WESTPORT, CT 06880CRD# 2727098Firm CRD# 105306

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Andrew Looney · WESTPORT, CT
Registration
CRD #2727098 · WESTPORT RESOURCES MANAGEMENT INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 8
Series 9
Series 10
Series 14
Series 24
Series 27
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WESTPORT RESOURCES MANAGEMENT INC
CRD 105306 · SEC 801-29733
AUM
$578M
Regulatory assets under management
Employees
19
331 client accounts
Services offered by WESTPORT RESOURCES MANAGEMENT INC
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
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
Introduction

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04

Frequently Asked Questions

What services does Timothy Andrew Looney offer?
Timothy Andrew Looney specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are Timothy Andrew Looney's credentials?
Timothy Andrew Looney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Andrew Looney located?
Timothy Andrew Looney is based in WESTPORT, Connecticut, working with WESTPORT RESOURCES MANAGEMENT INC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Timothy Andrew Looney charge for services?
Timothy Andrew Looney's firm is compensated through percentage of aum, hourly charges, 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 WESTPORT RESOURCES MANAGEMENT INC?
WESTPORT RESOURCES MANAGEMENT INC has approximately 19 employees and manages $578M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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