Timothy Michael Buckley

Employer firm

Fiduciary Consulting Group CRD 149122

$14.7B regulatory AUM 333 advisory clients

Reported services (Item 5G)

• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• INVESTMENT POLICY STATEMENT CREATION/REVIEW FOR 3(21)A AND 3(38) ERISA PLANS

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

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

Current Employers

Employment History

• 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

• 2024-02-21 → 2024-07-16
  Cook Street Consulting, Inc.
  Dallas, TX
  Greenwood Village, CO
• 2002-12-10 → 2010-05-19
  Voya Investment Management Co. Llc
  Richardson, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-07-16
• S63 Uniform Securities Agent State Law Examination
  1991-05-03