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Timothy Michael Buckley

Fiduciary Consulting Group

Greenwood Village, CO

Dallas, TX

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Current Employers
Fiduciary Consulting Group

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-25
  • TX RA
    APPROVED
    Since 2024-06-25

Branch Locations

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • United States

8951 Cypress Waters Blvd, Dallas, TX 75019 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Milliman, Inc Dallas TX 12/2008 12/2021
Milliman Advisors, Llc Dallas TX 12/2021 12/2023
Cook Street Consulting Dallas TX 12/2023 07/2024
Morgan Stanley Institutional Investment Advisors Llc Dallas TX 06/2024 Present
  • 12/2008 → 12/2021
    Milliman, Inc
    Dallas, TX
  • 12/2021 → 12/2023
    Milliman Advisors, Llc
    Dallas, TX
  • 12/2023 → 07/2024
    Cook Street Consulting
    Dallas, TX
  • 06/2024 → Present
    Morgan Stanley Institutional Investment Advisors Llc
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-07-16
S63 Uniform Securities Agent State Law Examination 1991-05-03
  • S65 Uniform Investment Adviser Law Examination
    1993-07-16
  • S63 Uniform Securities Agent State Law Examination
    1991-05-03

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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