Timothy Patrick Reardon

Employer firm

David Wendell Associates, Inc. CRD 106664

$1.33B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 06/2015 → 08/2017
  Aureus Asset Management
  Boston, MA
• 11/2017 → 07/2024
  Welch & Forbes
  Boston, MA
• 08/2024 → Present
  David Wendell Associates
  Portsmouth, NH

Previous Registrations

• 2011-06-27 → 2012-11-28
  William O'NEil + Company
  Boston, MA
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-28
• S63 Uniform Securities Agent State Law Examination
  2009-09-01

Other Names

• Timothy Patrick Reardon
• Timothy Patrick Reardon