Timothy Joseph Cunningham

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2024-10-23
WI	RA	APPROVED	2017-12-19
IN	RA	APPROVED	2012-03-27
TX	RA	APPROVED_RES	2009-04-14
IL	RA	APPROVED	1998-04-12

Branch Locations

3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States

350 Goose Ln Ste 303-C, Guilford, CT 06437 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	12/1979	Present

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-08-31
S63	Uniform Securities Agent State Law Examination	1984-02-17