Timothy L Paulson
Investment adviser representative at Marshall + Sterling Wealth Advisors, Inc.
16 yearsExperience
1 stateRegistered in
$1.6BFirm assets
12 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- LPL FinancialApr 2026 to now
- Marshall + Sterling Wealth Advisors, Inc.Mar 2026 to now
- Virtus Investment PartnersAug 2021 to Mar 2026
- UnemployedSep 2020 to Aug 2021
- Allianz Global Investors U.S. LLCJan 2017 to Sep 2020
- Allianz Global Investors Distributors LLCMay 2010 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
Marshall + Sterling Wealth Advisors, Inc.
$1.6BAssets managed
902Clients
10Advisers
12 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
- 5469169
- Firm CRD
- 164345