Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
4yrs
Based in Raleigh, North Carolina, Timothy Smith is a fiduciary financial advisor with 4 years of industry experience. Timothy has been with Broad Reach Capital since 2023. Broad Reach Capital offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1804 advisors with offices in Raleigh, and one of 1668 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office1101 Haynes St Suite 213, Raleigh, NC 27604
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$312,311
Advisors at the firm3
States licensed ?1 state
Services through Broad Reach Capital
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowBroad Reach Capital LLCCurrent firm
Contact Timothy
(919) 309-9325Broad Reach Capital main office 1101 Haynes St Suite 213Raleigh, NC 27604Office · Get directions Firm websiteHTTP://BROADREACHPARTNERSLLC.COM
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Questions to ask Timothy
Tailored to Timothy’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Broad Reach Capital at (919) 309-9325 and ask for Timothy Smith. Timothy works from the Raleigh, NC office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Timothy hold?
Series 65. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Timothy paid?
Broad Reach Capital reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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