Timothy Andrew Chisholm

Employer firm

Newsquare Capital, LLC CRD 152430

$2.39B regulatory AUM 85 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 03/2017
  Metlife Securities Inc
  Newtown Square, PA
• 07/2016 → 12/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 12/2017
  Mml Investors Services, Llc
  Newtown Square, PA
• 01/2018 → Present
  Efficient Advisors
  Newtown Square, PA
• 03/2015 → Present
  Newsquare Capital
  Newtown Square, PA

Previous Registrations

• 2018-05-03 → 2025-04-08
  Efficient Advisors
  Newtown Square, PA
• 2017-03-25 → 2017-12-04
  Mml Investors Services, Llc
  Newtown Square, PA
• 2015-08-07 → 2017-03-25
  Msi Financial Services, Inc.
  Newtown Square, PA
• 2005-10-17 → 2015-05-12
  Brinker Capital Inc
  Berwyn, PA
  Berwyn, PA

Other Businesses

REGISTERED INVESTMENT ADVISOR & DIRECTOR OF RETIRMENT PLAN SERVICES FOR NEWSQUARE CAPITAL, LLC(INVESTMENT-RELATED) FROM BUSINESS ADDRESS FOR 40HRS/WK DURING SECURITIES TRADING & 10HRS/WKND & EVENINGS-SINCE 4/2015 Registered Investment Advisor - Efficient Advisors, cross market to strategic relationships sourced via Efficient referrals

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-06
• S63 Uniform Securities Agent State Law Examination
  1998-07-22