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David Robert Cleary

TIMBER POINT CAPITAL MANAGEMENT LLC·BRIARCLIFF MANOR, New York
Clean recordTIMBER 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Robert Cleary is a registered financial advisor based in BRIARCLIFF MANOR, New York, affiliated with TIMBER POINT CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
TIMBER POINT CAPITAL MANAGEMENT LLC
TIMBER POINT CAPITAL MANAGEMENT
AUM
$30M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at TIMBER POINT CAPITAL MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2480484
Firm CRD# 307366
View on FINRA BrokerCheck →

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