TIMOTHY C. MINNECI

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
WILLIAMSVILLE, New York
CRD number
169088
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Timothy C. Minneci operates as a sole proprietorship and is the individual owner of the advisory practice. The business serves individual and family clients and is described as a capital allocator — meaning it arranges or directs client allocations rather than operating a multi-manager platform. The firm functions with broker-dealer affiliation (the principal business activity listed is registered representative of a broker-dealer) and provides financial planning and the selection of other advisers as its core advisory services. Fee arrangements reported include hourly charges, fixed fees, and other non-disclosed fee types. The practice does not identify as an active ESG investor and is not designated as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • TIMOTHY MINNECI

    Executive Vice President & Managing DirectorCRD 5536348

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WILLIAMSVILLE, NY

ERIE

Location

WILLIAMSVILLE, NY

Headquartered in WILLIAMSVILLE, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.

Metro area
Buffalo-Cheektowaga-Olean, NY
Region
Northeast
County
ERIE
Address
333 International Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth