2010 -
2023 Managing Director, Investment Advisory Services and CEO @
2001 -
2009 President @ Sage Wealth Management
1991 -
2001 Vice President @ Capobianco & Associates
Timothy Smith Education
St. Rose College
University of Memphis
Niskayuna High School
Timothy Smith Skills
Investments
Investment Management
Wealth Management
Investment Advisory
Asset Managment
Asset Allocation
Retirement Planning
Investment Strategies
Alternative Investments
Portfolio Management
Strategic Financial Planning
Mutual Funds
Estate Planning
Series 7
Retirement
Financial Advisory
Securities
401k
Wealth Management Services
Wealth
Life Insurance
Fixed Annuities
Disability Insurance
Asset Protection
Strategic Planning
Term Life Insurance
Long-term Care
Pensions
Asset Management
Customer Service
Leadership
Management
High Net Worth Individuals
Financial Planning
Insurance
Timothy Smith Summary
Timothy Smith, based in Saratoga Springs, NY, US, is currently a CEO | Managing Partner at Continuum Wealth Advisors, LLC. Timothy Smith brings experience from previous roles at Continuum Wealth Advisors, LLC, Sage Wealth Management and Capobianco & Associates. Timothy Smith holds a St. Rose College. With a robust skill set that includes Investments, Investment Management, Wealth Management, Investment Advisory, Asset Managment and more. Timothy Smith has 4 emails and 2 mobile phone numbers on RocketReach.
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