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Timothy Michael Smith

CONTINUUM WEALTH ADVISORS, LLC·SARATOGA SPRINGS, New York
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18 DIVISION ST., SARATOGA SPRINGS, NY 12866CRD# 2412402Firm CRD# 152895
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CONTINUUM WEALTH ADVISORS, LLC
CONTINUUM WEALTH ADVISORS, LLC
AUM
$207M
Regulatory assets under management
Employees
5
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2412402
Firm CRD# 152895
No disclosures on file
View on FINRA BrokerCheck →

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05

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.
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Research
Advisor Fees in New YorkNational Fee Analysis
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