Timothy P Cawley

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 11/2008 → 01/2025
  Lincoln Financial Advisors
  Ormond By The Sea, NJ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Ormond By The Sea, FL

Previous Registrations

• 2017-04-24 → 2025-01-24
  Osaic Fa, Inc.
  Philadelphia, PA
  Fort Wayne, IN
  Philadelphia, PA
  Cherry Hill, NJ
  Ormond By The Sea, FL
  Middleburg, FL

Other Businesses

) TIM CAWLEY 26 SEABRIDGE DRIVE ORMOND BY THE SEA, FL 32176 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED/INDEXED ANNUITIES AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 12/2008 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 2 2) TIMOTHY CAWLEY, 1900 BOARDWALK, UNIT 305, NORTH WILDWOOD, NJ 08260 CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OWN AND MAINTAIN RENTAL PROPERTY. START DATE: 12/16/2021 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0 3) CAWLEY FINANCIAL, ORMOND BEACH FL CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY CREATED FOR BUSINESS SIDE OF PRACTICE START DATE: 04/2023 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S66 Uniform Combined State Law Examination
  2017-04-01
• S63 Uniform Securities Agent State Law Examination
  2008-12-22