Timothy C Smith

Employer firm

Two Twelve Planning, Inc. CRD 292116

$22.3M regulatory AUM

Reported services (Item 5G)

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

• 03/2016 → 02/2018
  Morgan Stanley Smith Barney Llc
  Peachtree City, GA
• 03/2016 → 02/2018
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 01/2018 → Present
  Two Twelve Planning, Inc.
  Sharpsburg, GA
• 02/2018 → Present
  Two Twelve Planning, Inc.
  Sharpsburg, GA

Previous Registrations

• 2016-03-03 → 2018-02-12
  Morgan Stanley
  Peachtree City, GA
• 2012-12-14 → 2016-03-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Peachtree City, GA

Exams

• S66 Uniform Combined State Law Examination
  2012-12-13

Designations

• Certified Financial Planner

Other Names

• Timothy Christopher Smith