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Inactive

Timothy David Lonergan

Westmount Partners, LLC

Los Angeles, CA

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Current Employers
Westmount Partners, Llc

2049 Century Park East Suite 2500, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-07-23
  • CA RA
    APPROVED
    Since 2021-07-23

Branch Locations

2049 Century Park East Suite 2500, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boston Private Wealth Llc Boston MA 05/2015 03/2019
Morgan Stanley Boston MA 03/2019 06/2020
Morgan Stanley Private Bank, N.A. New York NY 06/2019 06/2020
Fidelity Investment Seal Beach CA 06/2020 06/2021
Westmount Asset Management, Llc Los Angeles CA 07/2021 Present
  • 05/2015 → 03/2019
    Boston Private Wealth Llc
    Boston, MA
  • 03/2019 → 06/2020
    Morgan Stanley
    Boston, MA
  • 06/2019 → 06/2020
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 06/2020 → 06/2021
    Fidelity Investment
    Seal Beach, CA
  • 07/2021 → Present
    Westmount Asset Management, Llc
    Los Angeles, CA
Previous Registrations
  • 2020-07-07 → 2021-06-29
    Fidelity Personal And Workplace Advisors
    Seal Beach, CA
  • 2019-05-07 → 2020-06-23
    Morgan Stanley
    Boston, MA
  • 2018-07-24 → 2019-03-12
    Svb Wealth
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-11
  • S66 Uniform Combined State Law Examination
    2019-06-11
Designations
Other Names
  • Timothy Lonergan

View on SEC IAPD

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Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA
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