Timothy
Maurer

Royal Alliance Associates, Inc

CRD#4820496
Investment Advisor
in Rochester, MI

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About this Advisor

Timothy Maurer is an investment advisor who lives in Rochester, Michigan. Currently a registered financial advisor with Royal Alliance Associates, Inc, Maurer has 10 years of work experience. Maurer holds a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Maurer is registered to advise clients based out of Michigan. Maurer has gained experience at Ameriprise Financial Services Inc and Affiliated Advisors, Inc. Royal Alliance Associates, Inc is headquartered in Rochester, Michigan, and has 952 other locations across the United States. Overall, Royal Alliance Associates, Inc manages $17 billion in assets throughout 75,586 client accounts and employs more than 2,965 people. The firm's total assets under management places it among the largest investment advisory firms in the country. The firm manages 62,530 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 17% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Royal Alliance Associates, Inc can offer 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

425 Walnut Blvd
Rochester, MI 48307

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$16,700,637,764

MI Average: $10,121,009,343
Total Number of Employees

2,965

MI Average: 92
Total Number of Accounts

75,586

MI Average: 6,978
Average Account Size

$220,949

MI Average: $1,450,417

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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 Maurer Work History

Timothy has 10 years of experience.

2014 - 2019 (5 years)

Affiliated Advisors, Inc

2010 - 2014 (4 years)

Ameriprise Financial Services Inc

Disclosures

Timothy Maurer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Brian Young
Honolulu, HI
Steven Symer
Santa Barbara, CA
Zachary Henegan
Greenville, PA
Jeffrey Mashini
Sterling Heights, MI
Patrick Tantoco
Honolulu, HI
Garrett Tingle
Saint Louis, MO
Amberly Thurston
Fort Worth, TX
Marciana Elliott
Jersey City, NJ

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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