Unclaimed Profile

Timothy Michael Smith

CONTINUUM WEALTH ADVISORS, LLC·SARATOGA SPRINGS, New York

Clean recordCONTINUUM WEALTH ADVISORS, LLC

18 DIVISION ST., SARATOGA SPRINGS, NY 12866CRD# 2412402Firm CRD# 152895

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Michael Smith · SARATOGA SPRINGS, NY

Registration

CRD #2412402 · CONTINUUM WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Timothy Michael Smith is a registered financial advisor based in SARATOGA SPRINGS, New York, affiliated with CONTINUUM WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Timothy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Timothy is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CONTINUUM WEALTH ADVISORS, LLC

AUM

$207M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONTINUUM WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2412402

Firm CRD# 152895

View on FINRA BrokerCheck →

Looking for a financial advisor in SARATOGA SPRINGS?

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

Browse SARATOGA SPRINGS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Timothy Michael Smith offer?

Timothy Michael Smith specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SARATOGA SPRINGS, New York for a consultation.

What are Timothy Michael Smith's credentials?

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

Where is Timothy Michael Smith located?

Timothy Michael Smith is based in SARATOGA SPRINGS, New York, working with CONTINUUM WEALTH ADVISORS, LLC. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.

How does Timothy Michael Smith charge for services?

Timothy Michael Smith'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 CONTINUUM WEALTH ADVISORS, LLC?

CONTINUUM WEALTH ADVISORS, LLC has approximately 5 employees and manages $207M 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 →