Timothy Frederick Joseph

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2015 → 12/2021
  Cordasco Financial Network, Llc
  Naples, FL
• 08/2015 → 12/2021
  Andrew Garrett, Inc.
  New York, NY
• 10/2017 → 12/2020
  Wisdom Planning, Llc
  Naples, FL
• 01/2022 → 09/2024
  Mercer Global Advisors Inc
  Southampton, PA
• 09/2024 → Present
  Mercer Global Advisors Inc.
  Southampton, PA

Previous Registrations

• 2015-09-16 → 2022-04-22
  Cordasco Financial Network, Inc.
  Naples, FL
  Philadelphia, PA
  Southampton, PA
• 2017-10-13 → 2021-01-04
  Wisdom Planning, Llc
  Haddonfield, NJ
  Naples, FL

Other Businesses

Jan 2016 - Present; Tim Joseph, CPA as a sole proprietor;189 Gleneagles, Blue Bell, PA 19422; Number of hours is 4 hours per week on weekends during tax filing season months; Professional tax preparation services during the tax filing season for friends and family for a nominal fee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-16
• S63 Uniform Securities Agent State Law Examination
  2003-03-27

Designations

• Certified Financial Planner