Unclaimed Profile

Timothy James Maurer

THE FINANCIAL CONSULATE, INC·HUNT VALLEY, Maryland

Series 7, Series 55, Series 63, Series 66Clean record23 years registeredTHE FINANCIAL CONSULATE, INC

307 INTERNATIONAL CIRCLE, HUNT VALLEY, MD 21030CRD# 3061298Firm CRD# 106898

Profile Verification

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

Identity

Timothy James Maurer · HUNT VALLEY, MD

Registration

CRD #3061298 · THE FINANCIAL CONSULATE, INC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE FINANCIAL CONSULATE, INC

SIGNATUREFD, LLC

Sep 2023 – Dec 2025

Mount Pleasant, SC

TRIAD FINANCIAL ADVISORS, INC.

Aug 2021 – Mar 2023

GREENSBORO, NC

BUCKINGHAM STRATEGIC WEALTH, LLC

Feb 2014 – Aug 2021

MOUNT PLEASANT, SC

FINANCIAL CONSULATE

Jun 2007 – Feb 2014

HUNT VALLEY, MD

FTB ADVISORS, INC.

Jan 2005 – Jan 2007

TIMONIUM, MD

PSA FINANCIAL ADVISORS INC

Feb 2003 – Jul 2004

LUTHERVILLE, MD

MML INVESTORS SERVICES, INC.

Oct 2002 – Mar 2003

HUNT VALLEY, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 55

Series 63

Series 66

Registration record

First registered · October 1, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE FINANCIAL CONSULATE, INC

CRD 106898 · SEC 801-18829

AUM

$782M

Regulatory assets under management

Employees

3,093 client accounts

Services offered by THE FINANCIAL CONSULATE, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE FINANCIAL CONSULATE, INC →

Introduction

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Frequently Asked Questions

What services does Timothy James Maurer offer?

Timothy James Maurer specializes in Financial Planning, Investment Management, Wealth Management.

What are Timothy James Maurer's credentials?

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

Where is Timothy James Maurer located?

Timothy James Maurer is based in HUNT VALLEY, Maryland, last registered with THE FINANCIAL CONSULATE, INC.

How does Timothy James Maurer charge for services?

Timothy James Maurer'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 THE FINANCIAL CONSULATE, INC?

THE FINANCIAL CONSULATE, INC has approximately 23 employees and manages $782M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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