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TIMOTHY LEO SCHMIDT
TIMOTHY L SCHMIDT
CRD#: 2362453
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Investment Adviser
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Previous Broker
MERCER GLOBAL ADVISORS INC.CRD#: 147363 1500 District Avenue
Suite 2068
Burlington, MA 01803
Registration History
19952000200520102015202020252 FIRMS2015 - 2021 (5 years)2 FIRMS2021 - 2023 (1 year)IAMERCER GLOBAL ADVISORS INC. (CRD# 147363)2023 - Present (1 year)BCAPSTONE CAPITAL MARKETS LLC (CRD# 132185)2009 - 2010 (1 year)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2003 - 2003 (<1 year)BCHARLES SCHWAB & CO., INC. (CRD# 5393)1993 - 2002 (9 years)BCHATFIELD DEAN & CO., INC. (CRD# 14714)1993 - 1993 (<1 year)IATD AMERITRADE INVESTMENT MANAG... (CRD# 111514)2015 - 2020 (5 years)IAJANTZ MORGAN LLC (CRD# 127177)2013 - 2014 (<1 year)IAJANTZ MORGAN LLC (CRD# 127177)2011 - 2013 (1 year)IAEMERSON INVESTMENT MANAGEMENT INC (CRD# 104659)2004 - 2006 (2 years)
License(s)

State Registrations

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Massachusetts 5/2/2023

Current Registration(s)
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MERCER GLOBAL ADVISORS INC. (CRD#:147363)
1500 District Avenue Suite 2068, Burlington, MA 01803
Registered with this firm since 5/2/2023

Previous Registration(s)
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12/23/2021 - 04/18/2023 WAINWRIGHT INVESTMENT COUNSEL LLC (CRD#:108711) BOSTON, MA
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10/19/2021 - 04/18/2023 WFS, LLC (CRD#:116778) BOSTON, MA
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07/16/2015 - 01/11/2021 TD AMERITRADE, INC. (CRD#:7870) BURLINGTON, MA
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07/07/2015 - 01/11/2021 TD AMERITRADE, INC. (CRD#:7870) BURLINGTON, MA
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07/16/2015 - 12/31/2020 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) Burlington, MA
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12/09/2013 - 03/31/2014 JANTZ MORGAN LLC (CRD#:127177) BOSTON, MA
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04/14/2011 - 01/02/2013 JANTZ MORGAN LLC (CRD#:127177) BOSTON, MA
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01/27/2009 - 01/13/2010 CAPSTONE CAPITAL MARKETS LLC (CRD#:132185) BOSTON, MA
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01/12/2004 - 11/29/2006 EMERSON INVESTMENT MANAGEMENT INC (CRD#:104659) BOSTON, MA
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01/09/2003 - 08/15/2003 CHARLES SCHWAB & CO., INC. (CRD#:5393) WESTLAKE, TX
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09/24/1993 - 12/31/2002 CHARLES SCHWAB & CO., INC. (CRD#:5393) WESTLAKE, TX
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07/22/1993 - 08/30/1993 CHATFIELD DEAN & CO., INC. (CRD#:14714) GREENWOOD VILLAGE, CO
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Broker
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Investment Adviser
Disclosures
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