Timothy
Mccann
Equitycompass Investment Management, LLC
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About this Advisor
Timothy Mccann is a financial advisor working out of Boston, Massachusetts who has 13 years of industry experience. Mccann is an advisor for Equitycompass Investment Management, LLC. During their career, Mccann has held roles at Stifel, Nicolaus & Company, Inc and Choice Financial Partners. Mccann maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts. Equitycompass Investment Management, LLC is a registered investment company that has its headquarters in Baltimore, MD. The investment advisory business has offices in three locations and a total of 16 financial advisors. It administers $184 million in assets across its 111 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 111 accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in assets. Equitycompass Investment Management, LLC performs a few services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial management largely are based on the services. Fee types billed by Equitycompass Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitycompass Investment Management, LLC Brokerage Details
$184,137,852
16
111
$1,658,900
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Timothy Mccann Work History
Timothy has been registered as a financial advisor for 13 years.*
Choice Financial Partners
Stifel, Nicolaus & Company, Inc
*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 Mccann 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 Equitycompass Investment Management, LLC
Vero Beach, FL
Baltimore, MD
Baltimore, MD
Baltimore, MD
Boston, MA
Baltimore, MD
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