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Timothy John Augustine

ACCURATE INVESTMENT SOLUTIONS, INC.·SEVEN FIELDS, Pennsylvania
SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65CFPClean record26 years registeredACCURATE INVESTMENT SOLUTIONS, INC.
310 SEVEN FIELDS BLVD., SEVEN FIELDS, PA 16046CRD# 2373135Firm CRD# 143008

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy John Augustine · SEVEN FIELDS, PA
Registration
CRD #2373135 · ACCURATE INVESTMENT SOLUTIONS, INC. · 26 years registered
Brand Profile
Not yet started
01

Career History

CETERA INVESTMENT ADVISERS LLC
Aug 2024 – present
AVANTAX PLANNING PARTNERS, INC.
Mar 2024 – present
STRATOS WEALTH ADVISORS LLC
Jan 2020 – Mar 2024
SEVEN FIELDS, PA
GIERL AUGUSTINE INVESTMENT MANAGEMENT, INC.
Feb 2007 – Jun 2020
SEVEN FIELDS, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Feb 2007 – Jul 2007
SARVER, PA
RAYMOND JAMES FINANCIAL SERVICES
Aug 2000 – Feb 2007
SARVER, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 51
Series 63
Series 65
Registration record
First registered · August 9, 2000
Years registered · 26
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ACCURATE INVESTMENT SOLUTIONS, INC.
CRD 143008 · SEC 801-67529
AUM
$331M
Regulatory assets under management
Employees
11
1,476 client accounts
Services offered by ACCURATE INVESTMENT SOLUTIONS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ACCURATE INVESTMENT SOLUTIONS, INC. →
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05

Frequently Asked Questions

What services does Timothy John Augustine offer?
Timothy John Augustine specializes in Financial Planning, Investment Management. Contact their office in SEVEN FIELDS, Pennsylvania for a consultation.
What are Timothy John Augustine's credentials?
Timothy John Augustine holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Timothy John Augustine located?
Timothy John Augustine is based in SEVEN FIELDS, Pennsylvania, working with ACCURATE INVESTMENT SOLUTIONS, INC.. Their office serves clients in the SEVEN FIELDS metropolitan area and surrounding communities.
How does Timothy John Augustine charge for services?
Timothy John Augustine's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets managed by outside advisor firms. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCURATE INVESTMENT SOLUTIONS, INC.?
ACCURATE INVESTMENT SOLUTIONS, INC. has approximately 11 employees and manages $331M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ACCURATE INVESTMENT SOLUTIONS, INC.

Stephen William Gierl
SEVEN FIELDS, PA
Gary Earl Augustine
SEVEN FIELDS, PA

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