Timothy Pettee (CRD# 2097556) is an Investment Advisor Representative working at Pettee Investors Inc. in Rowayton, CT and has over 2 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Hoya Capital Real Estate, LLC | Norwalk, CT | Feb 2022 - Current | 2 |
Pettee Investors, Inc. | Norwalk, CT | Feb 2022 - Current | 2 |
Unemployed | Norwalk, CT | Jul 2021 - Feb 2022 | < 1 |
Aig Sunamerica Capital Services, Inc. | Jersey City, NJ | Apr 2004 - Jul 2021 | 17 |
Aig Sunamerica Asset Management Corp. | Jersey City, NJ | Jan 2003 - Jul 2021 | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- CT
-
Total Assets Under Management232MILLIONS
-
Total Number of Accounts73ACCOUNTS
-
Average Account Value$3,182,560
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, MI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.