Unclaimed Profile

Neil Joseph Tremblay

TIMESCALE FINANCIAL, INC.·DANVERS, Massachusetts

SIE, Series 2, Series 3, Series 7, Series 63, Series 66Clean record11 years registeredTIMESCALE FINANCIAL, INC.

222 ROSEWOOD DRIVE, DANVERS, MA 01923CRD# 1559290Firm CRD# 186511

Profile Verification

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

Identity

Neil Joseph Tremblay · DANVERS, MA

Registration

CRD #1559290 · TIMESCALE FINANCIAL, INC. · 11 years registered

Brand Profile

Not yet started

Career History

TWELVE POINTS WEALTH MANAGEMENT

Dec 2024 – present

ONEDIGITAL INVESTMENT ADVISORS

Jul 2022 – Apr 2023

Danvers, MA

TIMESCALE FINANCIAL, INC.

May 2015 – Apr 2023

DANVERS, MA

LPL FINANCIAL LLC

Mar 2015 – Sep 2016

DANVERS, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 3

Series 7

Series 63

Series 66

Registration record

First registered · March 9, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TIMESCALE FINANCIAL, INC.

CRD 186511 · SEC 801-87168

AUM

$717M

Regulatory assets under management

Employees

2,447 client accounts

Services offered by TIMESCALE FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TIMESCALE FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Neil Joseph Tremblay offer?

Neil Joseph Tremblay specializes in Financial Planning, Investment Management. Contact their office in DANVERS, Massachusetts for a consultation.

What are Neil Joseph Tremblay's credentials?

Neil Joseph Tremblay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Neil Joseph Tremblay located?

Neil Joseph Tremblay is based in DANVERS, Massachusetts, working with TIMESCALE FINANCIAL, INC.. Their office serves clients in the DANVERS metropolitan area and surrounding communities.

How does Neil Joseph Tremblay charge for services?

Neil Joseph Tremblay'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 TIMESCALE FINANCIAL, INC.?

TIMESCALE FINANCIAL, INC. has approximately 20 employees and manages $717M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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