Timothy
Humphrey
Rock Point Advisors, LLC
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About this Advisor
Timothy Humphrey is a financial advisor based in Burlington, Vermont, working with Rock Point Advisors, LLC. Timothy has previously held positions at Barclays Capital Inc and Rock Point Advisors, LLC. Timothy has passed the Series 66 regulatory exam and is registered to provide services in Louisiana, Texas, and Vermont. Currently, Timothy is part of Rock Point Advisors, LLC, which operates out of Burlington, Vermont. The firm has 9 employees and manages assets totaling $527.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Rock Point Advisors, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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Rock Point Advisors, LLC Brokerage Details
$527,281,163
9
483
$1,091,679
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Timothy Humphrey Work History
Rock Point Advisors, LLC
Barclays Capital Inc
Disclosures
Please visit the SEC profile of Timothy Humphrey 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 Rock Point Advisors, LLC
Burlington, VT
Burlington, VT
Burlington, VT
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