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Timothy Craig Wheeler

BELMONT GLOBAL ADVISORS, INC.·DALLAS, Texas
Clean recordBELMONT GLOBAL ADVISORS, INC.
2999 TURTLE CREEK BLVD., DALLAS, TX 75219CRD# 2136562Firm CRD# 106184

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Craig Wheeler · DALLAS, TX
Registration
CRD #2136562 · BELMONT GLOBAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Craig Wheeler is a registered financial advisor based in DALLAS, Texas, affiliated with BELMONT GLOBAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
FIVE KEYS CAPITAL ADVISORS INC.
AUM
$70M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FIVE KEYS CAPITAL ADVISORS INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2136562
Firm CRD# 106184
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Craig Wheeler offer?
Timothy Craig Wheeler specializes in Investment Management, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.
What are Timothy Craig Wheeler's credentials?
Timothy Craig Wheeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Craig Wheeler located?
Timothy Craig Wheeler is based in DALLAS, Texas, working with BELMONT GLOBAL ADVISORS, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Timothy Craig Wheeler charge for services?
Timothy Craig Wheeler'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 BELMONT GLOBAL ADVISORS, INC.?
BELMONT GLOBAL ADVISORS, INC. has approximately 3 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Iii James Struble
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Edward Franklin Sullivan
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Gloria Varel
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Michael R. Willis
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Research
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