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David Robert Cleary

TIMBER POINT CAPITAL MANAGEMENT LLC·BRIARCLIFF MANOR, New York
SIE, Series 7, Series 24, Series 53, Series 63, Series 65CFAClean record4 years registeredTIMBER POINT CAPITAL MANAGEMENT LLC
555 PLEASANTVILLE RD, BRIARCLIFF MANOR, NY 10510CRD# 2480484Firm CRD# 307366

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Robert Cleary · BRIARCLIFF MANOR, NY
Registration
CRD #2480484 · TIMBER POINT CAPITAL MANAGEMENT LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

FORTIS CAPITAL ADVISORS, LLC
Feb 2024 – present
IPI WEALTH MANAGEMENT, INC.
Feb 2022 – Feb 2024
Briarcliff Manor, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 53
Series 63
Series 65
Registration record
First registered · February 3, 2022
Years registered · 4
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TIMBER POINT CAPITAL MANAGEMENT LLC
CRD 307366 · SEC 801-118290
AUM
$30M
Regulatory assets under management
Employees
3
2 client accounts
Services offered by TIMBER POINT CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at TIMBER POINT CAPITAL MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does David Robert Cleary offer?
David Robert Cleary specializes in Investment Management, Fee-Only Advisory. Contact their office in BRIARCLIFF MANOR, New York for a consultation.
What are David Robert Cleary's credentials?
David Robert Cleary holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Robert Cleary located?
David Robert Cleary is based in BRIARCLIFF MANOR, New York, working with TIMBER POINT CAPITAL MANAGEMENT LLC. Their office serves clients in the BRIARCLIFF MANOR metropolitan area and surrounding communities.
How does David Robert Cleary charge for services?
David Robert Cleary's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TIMBER POINT CAPITAL MANAGEMENT LLC?
TIMBER POINT CAPITAL MANAGEMENT LLC has approximately 3 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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