AdvisorOS Directory
Claim Profile
Unclaimed Profile
TY

Timothy Titus Yates

COMMONFUND OCIO, INC.·WILTON, Connecticut
SIE, Series 7, Series 24, Series 31, Series 63Clean recordCOMMONFUND OCIO, INC.
15 OLD DANBURY ROAD, WILTON, CT 06897-0812CRD# 4610556Firm CRD# 110689

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Titus Yates · WILTON, CT
Registration
CRD #4610556 · COMMONFUND OCIO, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
COMMONFUND OCIO, INC.
CRD 110689 · SEC 801-56548
AUM
$20.2B
Regulatory assets under management
Employees
42
147 client accounts
Services offered by COMMONFUND OCIO, INC.
Per Form ADV
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at COMMONFUND OCIO, INC. →
Introduction

Speak with Timothy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Timothy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WILTON?

Browse all registered financial advisors in WILTON, Connecticut or claim this profile if it's yours.

Browse WILTON AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Timothy Titus Yates offer?
Timothy Titus Yates specializes in Retirement Planning, Wealth Management. Contact their office in WILTON, Connecticut for a consultation.
What are Timothy Titus Yates's credentials?
Timothy Titus Yates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Titus Yates located?
Timothy Titus Yates is based in WILTON, Connecticut, working with COMMONFUND OCIO, INC.. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does Timothy Titus Yates charge for services?
Timothy Titus Yates'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 COMMONFUND OCIO, INC.?
COMMONFUND OCIO, INC. has approximately 42 employees and manages $20.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at COMMONFUND OCIO, INC.

Dana James Moreau
WILTON, CT
David James Scarozza
WILTON, CT
Mark Jonathon Anson
WILTON, CT
CFA
Michael Howard Strauss
WILTON, CT
Michael John Guido
WILTON, CT
Kristofer Stephen Kwait
WILTON, CT

More Advisors in WILTON, Connecticut

Violetta Cerasuolo
CF PRIVATE EQUITY, INC.·WILTON, CT
Cari Berlage Lodge
CF PRIVATE EQUITY, INC.·WILTON, CT
James Francis Tomeo
SSARIS ADVISORS LLC·WILTON, CT
Bert Thomas Bowler
ROUND ROCK ADVISORS LLC·WILTON, CT
CFP
Mark Christopher Hoeing
CF PRIVATE EQUITY, INC.·WILTON, CT
Aaron Max Miller
CF PRIVATE EQUITY, INC.·WILTON, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
STAMFORD (246)GREENWICH (197)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)FARMINGTON (30)
City Guides
STAMFORD GuideGREENWICH GuideWESTPORT GuideHARTFORD GuideWEST HARTFORD Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile