Unclaimed Profile

Timothy John Clift

ADVISER INVESTMENTS LLC·NEWTON, Massachusetts

Series 7, Series 24, Series 63, Series 65Clean record31 years registeredADVISER INVESTMENTS LLC

85 WELLS AVENUE, NEWTON, MA 02459CRD# 2088320Firm CRD# 156984

Profile Verification

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

Identity

Timothy John Clift · NEWTON, MA

Registration

CRD #2088320 · ADVISER INVESTMENTS LLC · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADVISER INVESTMENTS LLC

POLARIS WEALTH ADVISORY GROUP

Mar 2023 – Nov 2023

SAN RAFAEL, CA

RWA WEALTH PARTNERS

Nov 2022 – Feb 2024

NEWTON, MA

ENVESTNET PORTFOLIO SOLUTIONS, INC.

Apr 1995 – Nov 2022

Winchester, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 22, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RWA WEALTH PARTNERS, LLC

CRD 156984 · SEC 801-73098

AUM

$15.4B

Regulatory assets under management

Employees

189

19,495 client accounts

Services offered by RWA WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RWA WEALTH PARTNERS, LLC →

Introduction

Speak with Timothy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Timothy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEWTON?

Browse all registered financial advisors in NEWTON, Massachusetts or claim this profile if it's yours.

Browse NEWTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Timothy John Clift offer?

Timothy John Clift specializes in Financial Planning, Investment Management, Wealth Management.

What are Timothy John Clift's credentials?

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

Where is Timothy John Clift located?

Timothy John Clift is based in NEWTON, Massachusetts, last registered with ADVISER INVESTMENTS LLC.

How does Timothy John Clift charge for services?

Timothy John Clift's firm is compensated through percentage of aum, hourly charges, other: model provider fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVISER INVESTMENTS LLC?

ADVISER INVESTMENTS LLC has approximately 189 employees and manages $15.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →