Unclaimed Profile

Timothy Scott Musial

GENEVA ADVISORS, LLC·CHICAGO, Illinois

Clean record10 years registeredGENEVA ADVISORS, LLC

181 W. MADISON ST, CHICAGO, IL 60602-4690CRD# 5314570Firm CRD# 121629

Profile Verification

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

Identity

Timothy Scott Musial · CHICAGO, IL

Registration

CRD #5314570 · GENEVA ADVISORS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

CIBC PRIVATE WEALTH ADVISORS, INC.

Nov 2023 – present

GENEVA ADVISORS, LLC

Jan 2016 – Sep 2017

CHICAGO, IL

Registrations & Exams

Registration record

First registered · January 13, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENEVA ADVISORS, LLC

CRD 121629 · SEC 801-61890

AUM

$7.9B

Regulatory assets under management

Employees

101

14,090 client accounts

Services offered by GENEVA ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at GENEVA ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Scott Musial offer?

Timothy Scott Musial specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Timothy Scott Musial's credentials?

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

Where is Timothy Scott Musial located?

Timothy Scott Musial is based in CHICAGO, Illinois, working with GENEVA ADVISORS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Timothy Scott Musial charge for services?

Timothy Scott Musial's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENEVA ADVISORS, LLC?

GENEVA ADVISORS, LLC has approximately 101 employees and manages $7.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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