RBC Capital Markets
44yrs
Top advisor by experience in Annapolis
43yrs
Timothy Cusack has worked in the financial industry for 43 years and is a financial advisor based in Annapolis, Maryland. After three years at Citigroup Global Markets and 15 years at Legg Mason Wood Walker, Timothy joined Wells Fargo Advisors in 2009, a firm offering financial planning, investment management, and retirement plan consulting. Timothy holds the CFP® designation.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in Annapolis
Office2661 Riva Rd Suite 1020, Annapolis, MD 21401
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2009 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2006 – 2009Citigroup Global Markets Inc.Previously
- 1991 – 2006Legg Mason Wood Walker, IncorporatedPreviously
Contact Timothy
Local office(410) 224-0020Ask for Timothy. (314) 875-3000Main office · St. Louis, MO 2661 Riva Rd Suite 1020Annapolis, MD 21401Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Timothy
Tailored to Timothy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Timothy
How do I contact Timothy?
Call Timothy’s local office at (410) 224-0020 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Timothy Cusack.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 1983, about 43 years. Top 1% by experience in Annapolis.
What licenses does Timothy hold?
Series 63. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Timothy paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Timothy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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