Timothy
Pynchon

Inscription Capital, LLC

CRD#1233233
Investment Advisor
in Winchester, MA

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About this Advisor

Timothy Pynchon is a financial advisor based in Winchester, Massachusetts, working with Inscription Capital, LLC. Timothy has previously held positions at Oppenheimer & Co. Inc, Principal Street Advisors, Inscription Capital, LLC, Blue Heron Infrastructure, Inc, Celadon Financial Group, LLC, and Blue Heron Structured Finance, Inc. Timothy has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, Timothy is part of Inscription Capital, LLC, which operates out of Winchester, Massachusetts. The firm has 23 employees and manages assets totaling $1.3 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Inscription Capital, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Winchester, MA

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Inscription Capital, LLC Brokerage Details

Total Assets Under Management

$1,276,713,756

MA Average: $3,042,739,679
Total Number of Employees

23

MA Average: 49
Total Number of Accounts

1,203

MA Average: 2,315
Average Account Size

$1,061,275

MA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Timothy Pynchon Work History

2022 - Present (3 years)

Celadon Financial Group, LLC

2021 - Present (4 years)

Inscription Capital, LLC

2021 - Present (4 years)

Blue Heron Infrastructure, Inc

2021 - Present (4 years)

Blue Heron Structured Finance, Inc

2016 - 2021 (5 years)

Principal Street Advisors

2013 - 2016 (3 years)

Oppenheimer & Co. Inc

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Disclosures

Please visit the SEC profile of Timothy Pynchon 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 Inscription Capital, LLC

David Eustis Jr.
Houston, TX
Stephan Farber
Houston, TX
Julio Cacho-Diaz
Houston, TX
Timothy Pynchon
Winchester, MA
Marc Oster
Houston, TX
David Scheidt
Houston, TX
George Nichols
Houston, TX

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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