Timothy
Duggan
Stratos Wealth Advisors LLC
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About this Advisor
Timothy Duggan is a financial advisor based out of Rockland, Massachusetts who has 4 years of relevant experience. Duggan is on the advisory team at Stratos Wealth Advisors LLC. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Fairfield University, Equity Residential, North Bridge, Honeybaked Ham, Spring Valley Country Club, Palace Entertainment Holdings, Bank Of America, N.A and Stratos Wealth Advisors, LLC. Duggan has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts and Texas. Stratos Wealth Advisors LLC is a registered investment firm based in Beachwood, OH. The firm has offices in 27 locations and a total of 102 people on staff. It manages $4 billion in total assets among its 12,212 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 13 charities and foundations. Of its 12,212 client accounts, just 12% are held by high-net-worth individuals who have more than $1 million in investable assets. The company offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules largely depend on the type of financial services offered. Fee types charged by Stratos Wealth Advisors LLC can be comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stratos Wealth Advisors LLC Brokerage Details
$3,549,414,846
102
12,212
$290,650
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Timothy Duggan Work History
Timothy has been registered as a financial advisor for 4 years.*
Stratos Wealth Advisors, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Fairfield University
Equity Residential
Fairfield University
Fairfield University
North Bridge
Palace Entertainment Holdings
Honeybaked Ham
Fairfield University
Spring Valley Country Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Duggan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stratos Wealth Advisors LLC
Beachwood, OH
Dublin, OH
San Diego, CA
Pittsburgh, PA
Dublin, OH
Mars, PA
Rockland, MA
Mars, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
