TM
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Timothy Stephen Mccarthy

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
773 clients
Average Client Portfolio
$606K average
Assets Under Management
$468.3M

Fee Structure

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Location

30 Tower Lane, Suite 140, Avon, CT, 06001

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History

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.

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Other Business ActivitiesSells Insurance

Timothy is involved in several business activities, including DBAs for LPL business, providing investment advisory services through Paradigm Wealth Advisory LLC (taking nearly full-time), and tax preparation through Paradigm Tax Solutions, LLC. He also works with CFG Brokerage Network, Coastal Insurance Consulting, and GREAT VALL INSURANCE ADVISOR BROKERS (GVAIB) selling non-variable insurance products, dedicating a few hours per week to each.

Employment History
Current Registrations
Paradigm Wealth Advisory LLC
November 2023 - Present · 2 yrs 3 mos
LPL Financial LLCBroker
December 2011 - Present · 14 yrs 2 mos
Previous Registrations
Great Valley Advisor Group, INC.
May 2021 - November 2023 · 2 yrs 6 mos
Lincoln Financial Securities CorporationBroker
May 2009 - December 2011 · 2 yrs 7 mos
U.S. Wealth Advisors, LLC.Broker
January 2006 - May 2009 · 3 yrs 4 mos
Aig Financial Advisors, INC.Broker
October 2005 - December 2005 · 2 mos
Sunamerica Securities, INC.Broker
December 2001 - October 2005 · 3 yrs 10 mos
U.S. Wealth Management
October 2000 - June 2021 · 20 yrs 8 mos
Intersecurities, INC.Broker
February 2000 - December 2001 · 1 yr 10 mos
1st Global Capital CORP.Broker
January 2000 - February 2000 · 1 mo
State Registrations13 states
AZCACTFLHIMAMDNHNJNVPASCWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.