Unclaimed Profile

Timothy John Mcgeeney

FINANCIAL ARCHITECTS INC·MARLTON, New Jersey

SIE, Series 7, Series 7TO, Series 63, Series 6624 years registeredFINANCIAL ARCHITECTS INC

525 ROUTE 73N, SUITE 312, MARLTON, NJ 08053CRD# 4109804Firm CRD# 105897

Profile Verification

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

Identity

Timothy John Mcgeeney · MARLTON, NJ

Registration

CRD #4109804 · FINANCIAL ARCHITECTS INC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL ARCHITECTS INC

BROGAN FINANCIAL

Dec 2024 – Mar 2026

KNOXVILLE, TN

MORGAN STANLEY

Aug 2023 – Aug 2024

KNOXVILLE, TN

MEYER CAPITAL GROUP

Oct 2002 – Jul 2023

MARLTON, NJ

MORGAN STANLEY

Aug 2001 – Aug 2002

LUTHERVILLE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · August 30, 2001

Years registered · 24

Disclosure History

2010Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FINANCIAL ARCHITECTS INC

CRD 105897 · SEC 801-34212

AUM

$1.5B

Regulatory assets under management

Employees

2,306 client accounts

Services offered by FINANCIAL ARCHITECTS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL ARCHITECTS INC →

Introduction

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Frequently Asked Questions

What services does Timothy John Mcgeeney offer?

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

What are Timothy John Mcgeeney's credentials?

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

Where is Timothy John Mcgeeney located?

Timothy John Mcgeeney is based in MARLTON, New Jersey, last registered with FINANCIAL ARCHITECTS INC.

How does Timothy John Mcgeeney charge for services?

Timothy John Mcgeeney'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 FINANCIAL ARCHITECTS INC?

FINANCIAL ARCHITECTS INC has approximately 18 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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