Timothy M Feola

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2022 → 07/2025
  Key Investment Services Llc
  Brooklyn, OH
• 03/2020 → 08/2022
  Keybank
  North Huntingdon, PA
• 11/2016 → 03/2020
  Applebees
  Murrysville, PA
• 05/2016 → 11/2016
  Getgo
  Delmont, PA
• 08/2017 → 08/2019
  Philadelphia College Of Osteopathic Medicine
  Bala Cynwyd, PA
• 01/2015 → 08/2017
  Twin Valley Greenhouses
  Delmont, PA
• 10/2025 → Present
  Alto Financial Group
  Monroeville, PA
• 12/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Other Businesses

1) Alto Financial Group; Yes Investment Related; 4099 William Penn Hwy Monroeville, PA 15146; Life Insurance Annuity Sales; Licensed Insurance Professional; 10/2025; 50hrs/Mo; 40hrs/Mo during Securities Trading Hours; Recommend, sell, deliver, and service life insurance and annuity contracts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-21
• S63 Uniform Securities Agent State Law Examination
  2022-10-17

Other Names

• Tim M Feola