Timothy
Mostak
Macquarie Investment Management Business Trust
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About this Advisor
Timothy Mostak is a financial advisor working out of Philadelphia, Pennsylvania, who has 3 years of relevant experience. Mostak is on the advisory team at Macquarie Investment Management Business Trust. During their career, Mostak has held roles at The Vanguard Group, Inc, West Chester University, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Resource Securities, Macquarie Investment Management, Delaware Distributors, Lp and Macquarie Investment Management Business Trust. Mostak holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to work in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin. Macquarie Investment Management Business Trust is a registered investment firm operating out of Philadelphia, PA. The company has offices in four locations and a total of 628 financial advisors. It handles $236 billion in assets across its 454 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 454 customer accounts, just 7% belong to high-net-worth investors who have more than $1 million in investable assets. The company has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees billed by Macquarie Investment Management Business Trust can include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Macquarie Investment Management Business Trust Brokerage Details
$236,026,994,245
628
454
$519,883,247
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Timothy Mostak Work History
Timothy has been registered as a financial advisor for 3 years.*
Macquarie Investment Management
Delaware Distributors, Lp
Macquarie Investment Management Business Trust
Resource Securities
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
The Vanguard Group, Inc
West Chester 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 Mostak 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 Macquarie Investment Management Business Trust
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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