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Timothy Morgan Burklow

Steward Partners Investment Advisory, LLC

Stamford, CT

Riverdale, NJ

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Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-26
NJ RA APPROVED 2024-11-19
  • TX RA
    APPROVED
    Since 2026-01-26
  • NJ RA
    APPROVED
    Since 2024-11-19

Branch Locations

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

73 Newark Pompton Turnpike 2Nd Floor, Riverdale, NJ 07457 • 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
Rutgers University New Brunswick NJ 09/2014 05/2018
Ameriprise Financial Services, Llc Riverdale NJ 06/2018 11/2024
Burklow & Rotella Riverdale NJ 06/2018 11/2024
Steward Partners Global Advisory, Llc Riverdale NJ 11/2024 Present
Steward Partners Investment Solutions, Llc Riverdale NJ 11/2024 Present
Steward Partners Investment Advisory, Llc Riverdale NJ 11/2024 Present
  • 09/2014 → 05/2018
    Rutgers University
    New Brunswick, NJ
  • 06/2018 → 11/2024
    Ameriprise Financial Services, Llc
    Riverdale, NJ
  • 06/2018 → 11/2024
    Burklow & Rotella
    Riverdale, NJ
  • 11/2024 → Present
    Steward Partners Global Advisory, Llc
    Riverdale, NJ
  • 11/2024 → Present
    Steward Partners Investment Solutions, Llc
    Riverdale, NJ
  • 11/2024 → Present
    Steward Partners Investment Advisory, Llc
    Riverdale, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-12
  • S66 Uniform Combined State Law Examination
    2018-12-12
Designations
Other Names
  • Timmy Burklow
  • Timothy Burklow

View on SEC IAPD

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COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
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DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
O'SHAUGHNESSY ASSET MANAGEMENT, LLC · STAMFORD, CT
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