Timothy
Vickrey

Andrew Garrett Inc

CRD#2560818
Investment Advisor
in Newtown, PA

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About this Advisor

Timothy Vickrey is a financial advisor based in Newtown, Pennsylvania, working with Andrew Garrett Inc. Timothy has previously held a position at Andrew Garrett, Inc. Timothy has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Arizona, California, Connecticut, Florida, Hawaii, Illinois, Maryland, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, and West Virginia. Currently, Timothy is part of Andrew Garrett Inc, which operates out of Newtown, Pennsylvania. The firm has 9 offices and 15 employees. The firm manages assets totaling $470.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Andrew Garrett Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Newtown, PA

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Andrew Garrett Inc Brokerage Details

Total Assets Under Management

$470,136,139

PA Average: $7,464,549,021
Total Number of Employees

15

PA Average: 88
Total Number of Accounts

1,161

PA Average: 3,892
Average Account Size

$404,941

PA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Timothy Vickrey Work History

2007 - Present (17 years)

Andrew Garrett, Inc

Disclosures

Please visit the SEC profile of Timothy Vickrey 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 Andrew Garrett, Inc

Nadir Sezgin
New York, NY
James Fraschilla
New York, NY
Jung Chang
Palo Alto, CA
Timothy Vickrey
Newtown, PA
Kurt Folcher
Newtown, PA
Brian Kuhns
Newtown, PA
Patrick Hehir
Newtown, PA
Richard Biele
Newtown, 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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