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WILLIAM TIMOTHY VECCHIONE
TIM VECCHIONE
CRD#: 5793545
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Investment Adviser
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Previous Broker
EDELMAN FINANCIAL ENGINESCRD#: 104510 PHILADELPHIA, PA
Registration History
201020122014201620182020202220242026IAEDELMAN FINANCIAL ENGINES (CRD# 104510)2025 - Present (<1 year)BSEI INVESTMENTS DISTRIBUTION CO. (CRD# 10690)2020 - 2024 (3 years)BTOCQUEVILLE SECURITIES L.P. (CRD# 26001)2017 - 2020 (3 years)BAVONDALE PARTNERS, LLC (CRD# 46838)2016 - 2017 (<1 year)BCRT CAPITAL GROUP LLC (CRD# 28830)2015 - 2016 (1 year)BSTERNE, AGEE & LEACH, INC. (CRD# 791)2012 - 2015 (2 years)BGUGGENHEIM SECURITIES, LLC (CRD# 40638)2010 - 2012 (2 years)IASEI INVESTMENTS MANAGEMENT CORP (CRD# 105146)2020 - 2022 (1 year)
License(s)

State Registrations

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Pennsylvania 1/10/2025

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Texas 1/10/2025

Current Registration(s)
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EDELMAN FINANCIAL ENGINES (CRD#:104510)
PHILADELPHIA, PA
Registered with this firm since 1/10/2025

Previous Registration(s)
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09/09/2020 - 08/27/2024 SEI INVESTMENTS DISTRIBUTION CO. (CRD#:10690) OAKS, PA
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09/10/2020 - 06/16/2022 SEI INVESTMENTS MANAGEMENT CORP (CRD#:105146) OAKS, PA
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06/28/2017 - 09/01/2020 TOCQUEVILLE SECURITIES L.P. (CRD#:26001) Vero Beach, FL
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05/12/2016 - 04/04/2017 AVONDALE PARTNERS, LLC (CRD#:46838) NEW YORK, NY
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05/07/2015 - 05/04/2016 CRT CAPITAL GROUP LLC (CRD#:28830) New York, NY
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12/05/2012 - 04/30/2015 STERNE, AGEE & LEACH, INC. (CRD#:791) NEW YORK, NY
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09/10/2010 - 12/06/2012 GUGGENHEIM SECURITIES, LLC (CRD#:40638) NEW YORK, NY
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.