Joseph Stein
Investment adviser representative at Timecapital Investor Advisory Services Inc
33 yearsExperience
1 stateRegistered in
$262MFirm assets
50 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
33 years in the industry.
- Timecapital Investor Advisory Services IncMay 2024 to now
- Timecapital Securities CorporationJun 1993 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Timecapital Investor Advisory Services Inc
$262MAssets managed
217Clients
4Advisers
50 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2370641
- Firm CRD
- 105672