Timothy
Macarak

Members Wealth LLC

CRD#4890673
Investment Advisor
in Media, PA

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About this Advisor

Timothy Macarak is a financial advisor based in Media, Pennsylvania, working with Members Wealth LLC. Timothy has previously held positions at Cs Planning Corp, Bryn Mawr Capital Management, LLC, Members Wealth, LLC, West Capital Management, Pershing LLC, and Lockwood Advisors Inc. Timothy has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Timothy is part of Members Wealth LLC, which operates out of Media, Pennsylvania. The firm has 1 office and 6 employees. The firm manages assets totaling $119.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Members Wealth LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

211 N. Olive Street
Media, PA 19063

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Members Wealth LLC Brokerage Details

Total Assets Under Management

$119,310,622

PA Average: $15,833,994,310
Total Number of Employees

6

PA Average: 41
Total Number of Accounts

304

PA Average: 3,342
Average Account Size

$392,469

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Timothy Macarak Work History

2023 - Present (1 year)

Members Wealth, LLC

2023 - 2023 (< 1 year)

Cs Planning Corp

2016 - 2023 (7 years)

Bryn Mawr Capital Management, LLC

2014 - 2016 (2 years)

West Capital Management

2011 - 2014 (3 years)

Pershing LLC

2009 - 2014 (5 years)

Lockwood Advisors Inc

Disclosures

Please visit the SEC profile of Timothy Macarak 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 Members Wealth LLC

Timothy Thomas
Media, PA
Timothy Macarak
Media, PA
Dane Czaplicki
Media, PA

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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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.

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