Timothy Matthew Barger

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 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

• 05/2025 → 03/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 06/2024 → 07/2024
  Clear Street Llc
  New York, NY
• 07/2023 → 07/2023
  Titan Partners
  New York, NY
• 09/2018 → 06/2021
  Boys' Latin School Of Maryland
  Baltimore, MD
• 09/2021 → 05/2025
  Monmouth University
  West Long Branch, NJ
• 08/2016 → 06/2018
  Loyola Blakefield
  Towson, MD
• 05/2020 → 08/2020
  Invited
  Phoenix, MD
• 05/2021 → 08/2021
  Invited
  Phoenix, MD
• 05/2022 → 05/2022
  Invited
  Phoenix, MD
• 04/2026 → Present
  Da Davidson
  New York, NY

Previous Registrations

• 2025-10-17 → 2026-03-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Hunt Valley, MD

Exams

• S66 Uniform Combined State Law Examination
  2025-10-16

Other Names

• Timothy Matthew Barger
• Matthew Barger
• Timothy Barger