Timothy
Gordon

Bakeravenue

CRD#4664170
Investment Advisor
in New York, NY

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About this Advisor

Timothy Gordon is a financial advisor based in New York, New York, working with Bakeravenue. Timothy has previously held positions at Invesco Distributors, Inc, Invesco Advisers, Inc, Westwood Management Corp, Foreside Fund Services, LLC, The Prudential Insurance Company Of America, Prudential Annuities Distributors, Inc, Crawford Investment Counsel, and Baker Avenue Asset Management Lp. Timothy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Timothy is part of Bakeravenue, which operates out of New York, New York. The firm has 7 offices and 46 employees. Bakeravenue manages assets totaling $3.8 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Bakeravenue includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

66 Hudson Blvd E Fl 24, Ste 2434
New York, NY 10001

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Bakeravenue Brokerage Details

Total Assets Under Management

$3,771,014,366

NY Average: $7,578,581,321
Total Number of Employees

46

NY Average: 43
Total Number of Accounts

3,138

NY Average: 3,727
Average Account Size

$1,201,725

NY Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Timothy Gordon Work History

2025 - Present (0 year)

Baker Avenue Asset Management Lp

2021 - 2024 (3 years)

Crawford Investment Counsel

2020 - 2021 (1 year)

The Prudential Insurance Company Of America

2020 - 2021 (1 year)

Prudential Annuities Distributors, Inc

2019 - 2020 (1 year)

Westwood Management Corp

2019 - 2020 (1 year)

Foreside Fund Services, LLC

2013 - 2019 (6 years)

Invesco Advisers, Inc

2012 - 2019 (7 years)

Invesco Distributors, Inc

Disclosures

Please visit the SEC profile of Timothy Gordon 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 Bakeravenue

Julia Bialek
New York, NY
Sanden Leavers
Southlake, TX
Daniel Cassell
San Francisco, CA
Tanya Welch
San Francisco, CA
Dong-Hwan Hong
San Francisco, CA
Elena Panco
Clearwater, FL
Nicholas Mcinnis
San Francisco, CA
Glen Rives
Houston, TX

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