Timothy James Farina
Investment adviser representative at Captrust
16 yearsExperience
1 stateRegistered in
CFADesignation
$1.2TFirm assets
Are you Timothy James Farina? 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 assetsHourlyFixed or flat feePerformance-based
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
16 years in the industry.
- CaptrustDec 2024 to now
- Capfinancial Partners LLC (captrust)Nov 2024 to now
- Boston Financial Management IncMay 2010 to Nov 2024
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 6401829
- Firm CRD
- 175112