Marilyn C Timbers

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 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
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-01-03 → 2021-06-09
  Voya Financial Advisors, Inc.
  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

• S63 Uniform Securities Agent State Law Examination
  1994-04-22

Designations

• Certified Financial Planner

Other Names

• Marilyn Schmitt
• Marilyn Carla Timbers
• Marilyn Carla Timbers