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Timothy Chan Ng

Fiducient Advisors LLC

Windsor, CT

Chicago, IL

CRD 1009388

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Employer firm

Fiducient Advisors LLC CRD 106720

$97.5B regulatory AUM 884 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Fiducient Advisors Llc

500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-02-12
  • CT RA
    APPROVED
    Since 2024-02-12

Branch Locations

100 Northfield Drive 4Th Floor, Windsor, CT 06095 • United States

500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • 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
Clearbrook Global Advisors, Llc New York NY 09/2010 09/2021
Fiducient Advisors, Llc Windsor CT 09/2021 Present
  • 09/2010 → 09/2021
    Clearbrook Global Advisors, Llc
    New York, NY
  • 09/2021 → Present
    Fiducient Advisors, Llc
    Windsor, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-12
S63 Uniform Securities Agent State Law Examination 1981-10-09
  • S65 Uniform Investment Adviser Law Examination
    2024-02-12
  • S63 Uniform Securities Agent State Law Examination
    1981-10-09

View on SEC IAPD

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