Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-06-29
  • CT RA
    APPROVED
    Since 2023-06-29

Branch Locations

13 Arcadia Rd, Suite 17A, Old Greenwich, CT 06870 • United States

Stamford, CT • 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
Timbers Financial Strategies Old Greenwich CT 04/2013 Present
Voya Financial Advisors New York NY 09/2014 06/2021
Cetera Wealth Services, Llc El Segundo CA 06/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 04/2013 → Present
    Timbers Financial Strategies
    Old Greenwich, CT
  • 09/2014 → 06/2021
    Voya Financial Advisors
    New York, NY
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2011-01-03 → 2021-06-09
    Stamford, CT
    Windsor, CT
    Windsor, CT
    New Haven, CT
    New York, NY
    Windsor, CT
    Windsor, CT
    Braintree, MA
  • 2002-08-16 → 2011-01-03
    Voya Financial Partners, Llc
    Easton, MD
    Stamford, CT
    Easton, MD
    Chester, MD
    Fairfax, VA
    Fairfax, VA
    Stamford, CT
    Windsor, CT
Other Businesses

1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; SAME AS REGISTERED ADDRESS; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 4/12/2013; 5; 3; SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF ENTITY:FARM LAND RENTAL; No; 43 Harbor Drive Apt 411; STAMFORD; CT; 6902; FARM LAND; landowner; 1/25/2009; 0; 0; NO DUTIES OR ACTIVITIES-LANDOWNER LEASING FARM FOR SHARE OF CROPS 3. NAME OF ENTITY:TIMBERS FINANCIAL STRATEGIES; Yes; 243 TRESSER BLVD 17TH FLR; STAMFORD; CT; 06902; FINANCIAL SERVICES/DBA; OWNER; 5/1/2013; 10; 3; SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS 4. NAME OF ENTITY: Junior League of Greenwich; No; 231 East Putnam Ave; Greenwich; CT; 06830; Charitable Organization; member/volunteer; 11/15/2019; 4; 0; Volunteer to help fund raising and community events 5. NAME OF ENTITY: volunteer work YWCA Greenwich; No; 203 E Putnam Ave; Greenwich; CT; 06830; Teaching individuals financial literacy, and some fund raising duties.; volunteer; 11/30/2019; 10; 4; I would provide support for financial data gathering for the YWCA domestic violence program and provide education on budgeting, cash flow, retirement planning 6. NAME OF OTHER BUSINESS: SAVVY LADIES ; INVESTMENT RELATED: NO; ADDRESS: 39 BROADWAY SUITE 1730 NEW YORK, NY 10006 ; NATURE OF BUSINESS: VOLUNTEER FINANCIAL LITERACY HELPLINE ; START DATE: 11/2021 ; POSITION/TITLE/RELATIONSHIP: VOLUNTEER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: HELP TO WOMEN IN NEED OF FINANCIAL GUIDANCE, BUDGETING, SAVINGS, CONCERNS ABOUT RETIREMENT ;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-04-22
  • S63 Uniform Securities Agent State Law Examination
    1994-04-22
Designations
Other Names
  • Marilyn Schmitt
  • Marilyn Carla Timbers
  • Marilyn Carla Timbers

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Old Greenwich, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor