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Roger Erwin Klein

TIMING STRATEGIES CORP·MERCERVILLE, New Jersey
Clean record14 years registeredTIMING STRATEGIES CORP
ONE NAMI LN, MERCERVILLE, NJ 08619CRD# 4372678Firm CRD# 110871

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roger Erwin Klein · MERCERVILLE, NJ
Registration
CRD #4372678 · TIMING STRATEGIES CORP · 14 years registered
Brand Profile
Not yet started
01

Career History

VENTURA WEALTH MANAGEMENT
Sep 2021 – present
TIMING STRATEGIES CORP
Jun 2012 – Jun 2022
MERCERVILLE, NJ
02

Registrations & Exams

Registration record
First registered · June 19, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TIMING STRATEGIES CORP
CRD 110871 · SEC 801-17353
AUM
$103M
Regulatory assets under management
Employees
3
120 client accounts
Services offered by TIMING STRATEGIES CORP
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at TIMING STRATEGIES CORP →
Introduction

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05

Frequently Asked Questions

What services does Roger Erwin Klein offer?
Roger Erwin Klein specializes in Investment Management. Contact their office in MERCERVILLE, New Jersey for a consultation.
What are Roger Erwin Klein's credentials?
Roger Erwin Klein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roger Erwin Klein located?
Roger Erwin Klein is based in MERCERVILLE, New Jersey, working with TIMING STRATEGIES CORP. Their office serves clients in the MERCERVILLE metropolitan area and surrounding communities.
How does Roger Erwin Klein charge for services?
Roger Erwin Klein'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 TIMING STRATEGIES CORP?
TIMING STRATEGIES CORP has approximately 3 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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