Unclaimed Profile

Timothy Frederick Fisher

FISHER FINANCIAL ADVISORS LLC·HANOVER, New Hampshire

SIE, Series 7, Series 31, Series 63, Series 65CFPClean record27 years registeredFISHER FINANCIAL ADVISORS LLC

32 SOUTH MAIN STREET, HANOVER, NH 03755CRD# 2715837Firm CRD# 289411

Profile Verification

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

Identity

Timothy Frederick Fisher · HANOVER, NH

Registration

CRD #2715837 · FISHER FINANCIAL ADVISORS LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FISHER FINANCIAL ADVISORS LLC

CWM, LLC

Jan 2024 – Oct 2024

Hanover, NH

FISHER FINANCIAL ADVISORS LLC

Sep 2017 – May 2024

HANOVER, NH

BRENDEL & FISHER FINANCIAL ADVISORS

Apr 2011 – Nov 2017

HANOVER, NH

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – May 2011

LEBANON, NH

CITIGROUP GLOBAL MARKETS INC.

Dec 2005 – Jun 2009

LEBANON, NH

ADVEST, INC.

Aug 1998 – Dec 2005

HANOVER, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · August 25, 1998

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FISHER FINANCIAL ADVISORS LLC

CRD 289411 · SEC 801-111086

AUM

$180M

Regulatory assets under management

Employees

775 client accounts

Services offered by FISHER FINANCIAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FISHER FINANCIAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Frederick Fisher offer?

Timothy Frederick Fisher specializes in Financial Planning, Investment Management.

What are Timothy Frederick Fisher's credentials?

Timothy Frederick Fisher holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Timothy Frederick Fisher located?

Timothy Frederick Fisher is based in HANOVER, New Hampshire, last registered with FISHER FINANCIAL ADVISORS LLC.

How does Timothy Frederick Fisher charge for services?

Timothy Frederick Fisher'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 FISHER FINANCIAL ADVISORS LLC?

FISHER FINANCIAL ADVISORS LLC has approximately 3 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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