Claim Profile
TB

Timothy Paul Briney

BULLARD MCLEOD & ASSOCIATES INC·ALBANY, New York
Unclaimed Profile
194 WASHINGTON AVENUE, SUITE 520, ALBANY, NY 12210-2314CRD# 4340037Firm CRD# 105341
01

About

Timothy Paul Briney is a registered financial advisor based in ALBANY, New York, affiliated with BULLARD MCLEOD & ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BULLARD MCLEOD & ASSOCIATES INC
BULLARD MCLEOD & ASSOCIATES INC
AUM
$128M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4340037
Firm CRD# 105341
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ALBANY?

Browse all registered financial advisors in ALBANY, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Timothy Paul Briney offer?
Timothy Paul Briney specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.
What are Timothy Paul Briney's credentials?
Timothy Paul Briney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Paul Briney located?
Timothy Paul Briney is based in ALBANY, New York, working with BULLARD MCLEOD & ASSOCIATES INC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does Timothy Paul Briney charge for services?
Timothy Paul Briney'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 BULLARD MCLEOD & ASSOCIATES INC?
BULLARD MCLEOD & ASSOCIATES INC has approximately 4 employees and manages $128M 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 →
Browse by specialty