Timothy Mark Pelan
Investment adviser representative at Arete Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$2.7BFirm assets
17 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Arete Wealth Advisors, LLCMar 2026 to now
- FincadiaJan 2026 to now
- American BeechJun 2020 to now
- Minnow At the Galley HoAug 2023 to Nov 2023
- Dimon EstateMay 2023 to Aug 2023
- PrimericaAug 2022 to Jan 2025
- Billy's By the BayAug 2022 to Jun 2023
- Marco VineyardsAug 2018 to Jun 2020
- UnemployedJan 2018 to Aug 2018
- Zuhoski Pool CareJun 2017 to Oct 2017
- Mattituck CinemasNov 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Arete Wealth Advisors, LLC
$2.7BAssets managed
5,426Clients
143Advisers
17 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
- 8207558
- Firm CRD
- 145488