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Timothy Allan Collier

Investment adviser representative at Cantor Fitzgerald Investment Advisors
10 yearsExperience
2 statesRegistered in
$3.2BFirm assets
14 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 assetsHourlyFixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Cantor Fitzgerald Investment AdvisorsNov 2023 to now
  2. Cantor Fitzgerald & Co.Nov 2021 to now
  3. Griffin Capital Securities, LLCJan 2018 to Nov 2021
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2017 to Jan 2018
  5. UnemployedNov 2016 to Feb 2017
  6. Sourceone DentalJan 2016 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012
  • Series 66 · Uniform Combined State Law2017
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (AZ, NY).

Cantor Fitzgerald Investment Advisors

Legal name: Cantor Fitzgerald Investment Advisors, L.P.

$3.2BAssets managed
1,295Clients
26Advisers
14 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
5393468
Firm CRD
159296
Advisor's SEC record (opens in a new tab)
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