Timothy
Mccann
Equitycompass Investment Management, LLC
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About this Advisor
Timothy Mccann is a financial advisor based in Boston, Massachusetts, working with Equitycompass Investment Management, LLC. Timothy has previously held positions at Stifel, Nicolaus & Company, Inc and Choice Financial Partners. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Timothy is part of Equitycompass Investment Management, LLC, which operates out of Boston, Massachusetts. The firm has 4 offices and 14 employees. The firm manages assets totaling $179.5 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Equitycompass Investment Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equitycompass Investment Management, LLC Brokerage Details
$179,465,950
14
109
$1,646,477
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
Choice Financial Partners
Stifel, Nicolaus & Company, Inc
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
Boston, MA
Baltimore, MD
The content in this profile was updated by SmartAsset on 6/19/2024. 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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