Timothy Patrick Killea
Investment adviser representative at Fisher Investments
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$386.7BFirm assets
Are you Timothy Patrick Killea? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
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.
- Fisher InvestmentsJul 2026 to now
- Charles Schwab & Co., Inc.Aug 2023 to Jul 2026
- Charles Schwab Bank, SsbAug 2023 to Jul 2026
- Bank of America N.A.Jul 2020 to Jul 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2020 to Jul 2023
- Edward JonesJul 2017 to Jul 2020
- Nuveen InvestmentsMay 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Fisher Investments
Legal name: Fisher Asset Management, LLC
$386.7BAssets managed
199,922Clients
2,984Advisers
39 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
- 5474711
- Firm CRD
- 107342