TM
TM
Timothy Mccann
17 Years of Experience
Boston, MA
Timothy Mccann is a registered investment advisor at Equitycompass Investment Management, LLC, based in Boston, MA, with 17 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 158 clients with $220M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$222.6M
Loading...
Location
125 High Street 17th Floor, Boston, MA, 02110
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Equitycompass Investment Management, LLC
February 2010 - Present · 16 yrs 2 mos
Previous Registrations
Equity Compass Strategies
May 2008 - December 2008 · 7 mos
Stifel, Nicolaus & Company, Incorporated
June 2007 - July 2008 · 1 yr 1 mo
State Registrations1 state
MA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.