Timothy Lawrence Miller

Employer firm

Monocacy Wealth Management, LLC CRD 315979

$43.5M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2013 → Present
  Faragalla And Associates
  Frederick, MD
• 08/2021 → Present
  Monocacy Wealth Management, Llc
  Ridgefield, MD

Other Businesses

FARAGALLA AND ASSOCIATES; NON-INVESTMENT RELATED; 9099 RIDGEFIELD DR., STE 205; FREDERICK, MD 21701; ACCOUNTING AND CONSULTING; PARTNER; 2013; 160; 160; CPA SERVICES, INTERNAL BUSINESS DUTIES. MONOCACY INSURANCE GROUP LLC; NOT INVESTMENT RELATED. 9099 RIDGEFIELD DRIVE, SUITE 205, FREDERICK, MD 21701. INSURANCE; INSURANCE AGENT/BROKER, CO-OWNER; 02/2024. 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS. ASSISTING INDIVIDUALS WITH BUYING INSURANCE PRODUCTS. TIMOTHY L MILLER, LLC; INVESTMENT RELATED; 9099 RIDGEFIELD DR., STE 205; FREDERICK, MD 21701; FINANCIAL AND INSUANCE; OWNER; 2/11/2022; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS; INTEREST IN MONOCACY WEALTH AND MONOCACY INSURANCE GROUP. REVERE PROPERTIES, LLC. NON-INVESTMENT RELATED; 9099 RIDGEFIELD DR., STE 205; FREDERICK, MD 21701. REAL ESTATE. CO-OWNER; 6/26/2023. 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS. OWNS AND OPERATES COMMERCIAL RENTAL. ENTEGRATED, LLC. NON-INVESTMENT RELATED. 9099 RIDGEFIELD DR., STE 205; FREDERICK, MD 21701. TECH/SOFTWARE. CO-OWNER. 08/2024. 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS. PARTIALLY OWNS AND ASSISTS WITH CRM BASED PROJECT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-12

Other Names

• Timothy Miller