Morgan Stanley
47yrs
Top advisor for experience in New York
47yrs
Timothy Joseph Croak
Financial advisor at UBS Financial Services
At a glance
Experience47 years (since 1979)
How that compares ?Top 1% for experience in New York
Office299 Park AVE 26th Floor, New York, NY 10171
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2015 – nowUBS Financial Services Inc.Current firm
- 2003 – 2015Credit Suisse Securities (usa) LLCPreviously
- 1990 – 2003Pershing LLCPreviously
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?
About Timothy
How do I contact Timothy?
Call UBS Financial Services at 201-352-3000 and ask for Timothy Joseph Croak. Timothy works from the New York, NY office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 1979, about 47 years. Top 1% for experience in New York.
What licenses does Timothy hold?
Series 63, Series 66. 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?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Timothy for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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