Unclaimed Profile

Timothy Adam Thielen

SEA CHANGE CAPITAL ADVISORS, LLC·PLANTATION, Florida

SIE, Series 3, Series 7, Series 24, Series 63, Series 65Clean record23 years registeredSEA CHANGE CAPITAL ADVISORS, LLC

8201 PETERS ROAD, PLANTATION, FL 33324CRD# 2471730Firm CRD# 170131

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Adam Thielen · PLANTATION, FL

Registration

CRD #2471730 · SEA CHANGE CAPITAL ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

INTEGRATED WEALTH CONCEPTS LLC

Jan 2019 – present

LINCOLN FINANCIAL ADVISORS CORPORATION

Mar 2016 – Aug 2017

BOCA RATON, FL

SEA CHANGE CAPITAL ADVISORS, LLC

Feb 2014 – Feb 2015

PLANTATION, FL

METLIFE SECURITIES INC.

Oct 2009 – May 2011

PLANTATION, FL

METLIFE SECURITIES INC.

Oct 2009 – Oct 2009

PLANTATION, FL

TM FINANCIAL, INC.

Apr 2007 – Dec 2008

DAVIE, FL

METLIFE SECURITIES INC.

Sep 2002 – Feb 2007

PLANTATION, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 11, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SEA CHANGE CAPITAL ADVISORS, LLC

CRD 170131 · SEC 801-79122

AUM

$500K

Regulatory assets under management

Employees

5 client accounts

Services offered by SEA CHANGE CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SEA CHANGE CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Adam Thielen offer?

Timothy Adam Thielen specializes in Financial Planning, Investment Management. Contact their office in PLANTATION, Florida for a consultation.

What are Timothy Adam Thielen's credentials?

Timothy Adam Thielen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Adam Thielen located?

Timothy Adam Thielen is based in PLANTATION, Florida, working with SEA CHANGE CAPITAL ADVISORS, LLC. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.

How does Timothy Adam Thielen charge for services?

Timothy Adam Thielen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEA CHANGE CAPITAL ADVISORS, LLC?

SEA CHANGE CAPITAL ADVISORS, LLC has approximately 3 employees and manages $500K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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