Unclaimed Profile

Timothy John Vos

MONROE VOS CONSULTING, INC.·HOUSTON, Texas

SIE, Series 7, Series 14, Series 24, Series 52TO, Series 63, Series 65, Series 99TO31 years registeredMONROE VOS CONSULTING, INC.

1001 MCKINNEY, HOUSTON, TX 77002CRD# 1425498Firm CRD# 107315

Profile Verification

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

Identity

Timothy John Vos · HOUSTON, TX

Registration

CRD #1425498 · MONROE VOS CONSULTING, INC. · 31 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Feb 2023 – present

MONROE VOS CONSULTING, INC.

Aug 1995 – Jul 2023

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 52TO

Series 63

Series 65

Series 99TO

Registration record

First registered · August 8, 1995

Years registered · 31

Disclosure History

1996Customer Dispute·Settled

1995Customer Dispute·Settled

1994Employment Separation After Allegations

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MONROE VOS CONSULTING, INC.

CRD 107315 · SEC 801-48058

AUM

$5.9B

Regulatory assets under management

Employees

578 client accounts

Services offered by MONROE VOS CONSULTING, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MONROE VOS CONSULTING, INC. →

Introduction

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Frequently Asked Questions

What services does Timothy John Vos offer?

Timothy John Vos specializes in Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Timothy John Vos's credentials?

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

Where is Timothy John Vos located?

Timothy John Vos is based in HOUSTON, Texas, working with MONROE VOS CONSULTING, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Timothy John Vos charge for services?

Timothy John Vos's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets not under our direct management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONROE VOS CONSULTING, INC.?

MONROE VOS CONSULTING, INC. has approximately 17 employees and manages $5.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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