Timothy
Tone

Pgim Investments LLC

CRD#2477336
Investment Advisor
in Bridgewater, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Timothy Tone is a financial advisor based in Bridgewater, New Jersey, working with Pgim Investments LLC. Timothy has previously held positions at Pgim Investments, LLC and Prudential Investment Management Services LLC. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Timothy is part of Pgim Investments LLC, which operates out of Bridgewater, New Jersey. The firm has 558 employees and manages assets totaling $315.4 billion. The services offered by the firm include portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pgim Investments LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1155 Staffler Road
Bridgewater, NJ 08807

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pgim Investments LLC Brokerage Details

Total Assets Under Management

$315,351,503,018

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

558

NJ Average: 92
Total Number of Accounts

167

NJ Average: 6,978
Average Account Size

$1,888,332,353

NJ Average: $1,450,417

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Timothy Tone Work History

1997 - Present (27 years)

Prudential Investment Management Services LLC

1993 - Present (31 years)

Pgim Investments,LLC

Disclosures

Please visit the SEC profile of Timothy Tone 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 Pgim Investments LLC

Jonathan Estes
Columbus, OH
Nolan Hughes
Newark, NJ
Samir Ibrahim
Newark, NJ
Neil Conway
Walnut Creek, CA
Brian Jacobs
Newark, NJ
Layla Cavalcanti
Deerfield Beach, FL
Nicholas Kelly
Newark, NJ
Zachary Martini
Newark, NJ

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.

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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started