Timothy
Decarolis
Levy Wealth Management Group
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About this Advisor
Timothy Decarolis is a financial advisor based out of Philadelphia, Pennsylvania with 1 year of relevant experience. Decarolis currently works for Levy Wealth Management Group. The advisor has gained experience at Jp Morgan Chase And Co, Pacific Bag Inc, Temple University, Lpl Financial, LLC and Levy Wealth Management Group. Decarolis holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Levy Wealth Management Group is a registered investment business headquartered in Philadelphia, PA. It controls $796 million in assets among its 1,056 client accounts, making it one of the bigger firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 1,056 customer accounts, 61% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules vary depending on the services provided. However, fee types billed by Levy Wealth Management Group typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Levy Wealth Management Group Brokerage Details
$795,665,304
13
1,056
$753,471
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
Timothy Decarolis Work History
Timothy has been registered as a financial advisor for 1 years.*
Lpl Financial, LLC
Levy Wealth Management Group
Jp Morgan Chase And Co
Pacific Bag Inc
Temple University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Decarolis 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 Levy Wealth Management Group
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
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