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Timothy James Meszaros

BLUESTEM ASSET MANAGEMENT, LLC·CHARLOTTESVILLE, Virginia
Clean recordBLUESTEM ASSET MANAGEMENT, LLC
320 E. MAIN STREET, CHARLOTTESVILLE, VA 22902CRD# 6752027Firm CRD# 158330

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy James Meszaros · CHARLOTTESVILLE, VA
Registration
CRD #6752027 · BLUESTEM ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy James Meszaros is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with BLUESTEM ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BLUESTEM ASSET MANAGEMENT, LLC
BLUESTEM ASSET MANAGEMENT, LLC
AUM
$1.5B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BLUESTEM ASSET MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6752027
Firm CRD# 158330
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy James Meszaros offer?
Timothy James Meszaros specializes in Retirement Planning, Fee-Only Advisory. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Timothy James Meszaros's credentials?
Timothy James Meszaros is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy James Meszaros located?
Timothy James Meszaros is based in CHARLOTTESVILLE, Virginia, working with BLUESTEM ASSET MANAGEMENT, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Timothy James Meszaros charge for services?
Timothy James Meszaros'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 BLUESTEM ASSET MANAGEMENT, LLC?
BLUESTEM ASSET MANAGEMENT, LLC has approximately 7 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BLUESTEM ASSET MANAGEMENT, LLC

Kelly Marie Babich
CHARLOTTESVILLE, VA
Michael Donald Bills
CHARLOTTESVILLE, VA
Sylvia Sonjia Smith
CHARLOTTESVILLE, VA

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Research
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