Timothy Patrick Reardon
Investment adviser representative at David Wendell Associates, Inc.
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
32 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- David Wendell Associates, Inc.Aug 2024 to now
- Welch & ForbesNov 2017 to Jul 2024
- Aureus Asset ManagementJun 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NH).
David Wendell Associates, Inc.
Legal name: Wendell David Associates Inc
$1.3BAssets managed
459Clients
5Advisers
32 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
- 5676443
- Firm CRD
- 106664