Unclaimed Profile

Timothy Michael Macarak

MEMBERS WEALTH LLC·MEDIA, Pennsylvania

Series 7, Series 66Clean record19 years registeredMEMBERS WEALTH LLC

211 N. OLIVE STREET, MEDIA, PA 19063CRD# 4890673Firm CRD# 323778

Profile Verification

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

Identity

Timothy Michael Macarak · MEDIA, PA

Registration

CRD #4890673 · MEMBERS WEALTH LLC · 19 years registered

Brand Profile

Not yet started

Career History

MEMBERS WEALTH LLC

Aug 2023 – present

CS PLANNING CORP

May 2023 – Nov 2023

Media, PA

BRYN MAWR CAPITAL MANAGEMENT, LLC

Oct 2016 – May 2023

PHILADELPHIA, PA

WEST CAPITAL MANAGEMENT, INC.

Sep 2015 – Mar 2017

PHILADELPHIA, PA

LOCKWOOD ADVISORS INC

Oct 2009 – Aug 2014

KING OF PRUSSIA, PA

AMERIVEST INVESTMENT MANAGEMENT, LLC

Jan 2009 – Oct 2009

RADNOR, PA

TD AMERITRADE, INC.

Jan 2009 – Oct 2009

RADNOR, PA

PIPER JAFFRAY & CO.

Feb 2007 – Mar 2008

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · February 26, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MEMBERS WEALTH LLC

CRD 323778 · SEC 801-128482

AUM

$119M

Regulatory assets under management

Employees

304 client accounts

Services offered by MEMBERS WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MEMBERS WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Michael Macarak offer?

Timothy Michael Macarak specializes in Financial Planning, Investment Management. Contact their office in MEDIA, Pennsylvania for a consultation.

What are Timothy Michael Macarak's credentials?

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

Where is Timothy Michael Macarak located?

Timothy Michael Macarak is based in MEDIA, Pennsylvania, working with MEMBERS WEALTH LLC. Their office serves clients in the MEDIA metropolitan area and surrounding communities.

How does Timothy Michael Macarak charge for services?

Timothy Michael Macarak's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEMBERS WEALTH LLC?

MEMBERS WEALTH LLC has approximately 6 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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