Timothy Larry Stickney

Employer firm

Steward Partners Investment Advisory, LLC CRD 283004

$36.7B regulatory AUM 9,667 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING

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

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

Current Employers

Employment History

• 06/2011 → 08/2022
  Lincoln Financial Securities
  Concord, NH
• 06/2011 → 08/2022
  Lincoln Financial Advisors
  Concord, NH
• 08/2022 → Present
  Steward Partners Global Advisory Llc
  Epsom, NH
• 08/2022 → Present
  Steward Partners Investment Solutions, Llc
  Epsom, NH
• 06/2024 → Present
  Steward Partners Investment Advisory, Llc
  Epsom, NH

Previous Registrations

• 2011-06-22 → 2022-08-16
  Osaic Fs, Inc.
  Concord, NH
  Epsom, NH
  Radnor, PA
• 2009-11-04 → 2010-05-28
  Td Wealth Management Services Inc.
  Philadelphia, PA
  Portland, ME
  Cherry Hill, NJ
• 2007-07-23 → 2009-11-02
  Cetera Investment Services Llc
  Portland, ME

Other Businesses

1) TIMOTHY STICKNEY, FIREFIGHTER/ADVANCED EMT EPSOM, NH CATEGORY: SERVICE INDUSTRY INVESTMENT-RELATED: NO TITLE: CALL FIREFIGHTER/AEMT DUTIES: RESPOND TO 911 CALLS FOR MEDICAL EMERGENCY AID AS A CALL FIREFIGHTER/ADVANCE EMT START DATE: 8/2014 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 1 2) Name of Activity: New Rye Congregational Church; OBA Type: Board Membership; City/State: Epsom, NH; Nature of relationship: Board of Trustees: Position/Title: Church Trustee: Duties: Management of church affairs including maintenance of church buildings and property; start date: 11/20/2024; 3 HR/MO devoted to this activity; 0HR/MO devoted during trading hours; Not investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-07-13
• S65 Uniform Investment Adviser Law Examination
  1998-10-26

Other Names

• Tim Stickney
• Timothy Larry Stickney