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Timothy Patrick Graney

GRANEY & KING, LLC·LATHAM, New York
SIE, Series 7, Series 63CFPClean record9 years registeredGRANEY & KING, LLC
623 NEW LOUDON ROAD, LATHAM, NY 12110CRD# 2143280Firm CRD# 126461

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Patrick Graney · LATHAM, NY
Registration
CRD #2143280 · GRANEY & KING, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Oct 2023 – present
GRANEY& KING, LLC
Jun 2021 – present
LPL FINANCIAL LLC
Apr 2017 – Jan 2022
EAST GREENBUSH, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · April 21, 2017
Years registered · 9
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GRANEY & KING, LLC
CRD 126461 · SEC 801-123006
AUM
$366M
Regulatory assets under management
Employees
4
1,045 client accounts
Services offered by GRANEY & KING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GRANEY & KING, LLC →
Introduction

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05

Frequently Asked Questions

What services does Timothy Patrick Graney offer?
Timothy Patrick Graney specializes in Financial Planning, Investment Management. Contact their office in LATHAM, New York for a consultation.
What are Timothy Patrick Graney's credentials?
Timothy Patrick Graney holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Timothy Patrick Graney located?
Timothy Patrick Graney is based in LATHAM, New York, working with GRANEY & KING, LLC. Their office serves clients in the LATHAM metropolitan area and surrounding communities.
How does Timothy Patrick Graney charge for services?
Timothy Patrick Graney'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 GRANEY & KING, LLC?
GRANEY & KING, LLC has approximately 4 employees and manages $366M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Edward James King
LATHAM, NY
CFP

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