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Timothy John Denehy

ADVOCACY WEALTH MANAGEMENT, LLC·ATLANTA, Georgia
Clean record12 years registeredADVOCACY WEALTH MANAGEMENT, LLC
3350 RIVERWOOD PARKWAY, ATLANTA, GA 30339-6401CRD# 6320023Firm CRD# 141943

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy John Denehy · ATLANTA, GA
Registration
CRD #6320023 · ADVOCACY WEALTH MANAGEMENT, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

Registration record
First registered · April 18, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADVOCACY WEALTH MANAGEMENT, LLC
CRD 141943 · SEC 801-77677
AUM
$1.7B
Regulatory assets under management
Employees
30
1,715 client accounts
Services offered by ADVOCACY WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Timothy John Denehy offer?
Timothy John Denehy specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in ATLANTA, Georgia for a consultation.
What are Timothy John Denehy's credentials?
Timothy John Denehy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy John Denehy located?
Timothy John Denehy is based in ATLANTA, Georgia, working with ADVOCACY WEALTH MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Timothy John Denehy charge for services?
Timothy John Denehy'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 ADVOCACY WEALTH MANAGEMENT, LLC?
ADVOCACY WEALTH MANAGEMENT, LLC has approximately 30 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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