Timothy Giampetroni
Investment adviser representative at Osaic Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$15.5BFirm assets
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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
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Advisory Services, LLCJan 2024 to now
- Triad AdvisorsJan 2024 to now
- Triad Hybrid SolutionsJan 2024 to now
- SageviewOct 2021 to Jan 2024
- First Allied Advisory Services, Inc.Oct 2016 to Jan 2024
- Bloomfield Hills FinancialJan 2016 to Oct 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
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
- 5789189
- Firm CRD
- 171070