Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63, Series 65
Experience Industry experience
33 years
Location
Danbury, CT 06811
Bolton Securities Corporation
Multi-team
Timothy Edmond is a financial advisor with Bolton Securities Corporation and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has worked with Dow Family Office Advisory, LLC since 2026. In addition to his advisory role, he conducts fixed insurance sales in life, health, and long-term care. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a mix of internal management, unaffiliated managers, and third-party programs, focusing on a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed income.
Based on Bolton Securities Corporation
Based on Bolton Securities Corporation
Financial planning fees may be charged as a flat fee, amount negotiated with client.
Commissions may be charged on brokerage transactions; advisory clients generally pay asset-based fees but some advisors also receive commissions when acting as registered representatives.
Financial planning fees may be charged hourly up to $500 per hour.
Performance-based fees may be charged with qualified clients; specifics disclosed in advisory agreement.
Danbury, CT
100 Mill Plain Road, 3rd Floord
Danbury CT 06811
Advisors at this office
2
Connecticut
33 years of industry experience
Dow Family Office Advisory, LLC
2026 - Present • 1 year
Danbury, CT
Bolton Global Asset Management
2014 - Present • 12 years
Bolton, MA
Bolton Global Capital
2014 - Present • 12 years
Bolton, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 65
Ridgefield, CT
Granite Hill Capital Management, LLC
Stephen Tanner is the sole advisor at Granite Hill Capital Management, LLC, where he has worked since 2005. He holds the CFA® designation and a Series 65 license, with 20 years of industry experience. Granite Hill Capital Management provides financial planning, portfolio management, and limited-scope investment consultations primarily to individuals, trusts, and estates. The firm follows an evidence-based investment approach grounded in modern portfolio theory, focusing on strategic asset allocation and tax efficiency, and delivers personalized service through a small client base.
Series 65
Redding, CT
HarborAdvisors, LLC
Lawrence Hatheway is a financial advisor at HarborAdvisors, LLC with five years of industry experience. He previously worked at GAM Investments for four years and co-founded Jackson Hole Economics, a nonprofit research forum focused on economics, politics, and policy. Hatheway also serves as an adjunct professor of economics at Fairfield University and the University of Wyoming. HarborAdvisors, LLC provides macroeconomic and market consulting and model-provision services primarily to institutional and non-U.S. clients, using fundamental, technical, and cyclical economic analysis tailored through individually negotiated agreements. The firm focuses on multi-asset portfolio analysis under varying economic and policy scenarios and offers performance-based fee arrangements without holding custody of client assets.
Series 63, Series 66
Katonah, NY
Brandon Hill Wealth Management, LLC
Sean Whelan is a financial advisor at Brandon Hill Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Societe Generale and SG Americas Securities, LLC. Brandon Hill Wealth Management provides wealth and investment management services to individuals, high net worth individuals, and families. The firm employs a blend of fundamental and technical analysis, asset allocation, and third-party research to develop client-specific investment policies, managing portfolios that include stocks, bonds, ETFs, mutual funds, MLPs, and limited options usage.
CFP®, CFA®, Series 63, Series 65
Newtown, CT
Iron Path Wealth Management, Inc.
Daniel Granucci is a CFP® and CFA® credentialed financial advisor with 20 years of industry experience. He has worked at Iron Path Wealth Management, Inc. since 2020 and previously held roles at Feehan Financial Services and Reby Advisors. Iron Path Wealth Management provides tailored investment management and financial planning to individuals, high-net-worth clients, and business owners. The firm combines discretionary portfolio management with project-based and ongoing planning, utilizing fundamental and cyclical analysis alongside modern portfolio theory to guide asset allocation and risk management.
Series 63, Series 65
Pound Ridge, NY
1230 Advisors, LLC
Anthony Schiff is a financial advisor at 1230 Advisors, LLC with 30 years of industry experience. He has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities from 2012 to 2021 before founding 1230 Advisors in 2021. Outside of advisory work, he is a general partner of Solitray LLC, a company serving the bar and restaurant industry. 1230 Advisors provides wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management and financial planning, using a combination of ETFs, mutual funds, equities, fixed income, and other instruments to build primarily long-term portfolios.
Series 63, Series 65
Ridgefield, CT
IRM Management
Timothy Mcmullan is a financial advisor at IRM Management in Ridgefield, CT, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TJT Capital Group, LLC for 17 years. He is also the editor of The Investor's Strategist newsletter. IRM Management provides discretionary portfolio management to individual and high-net-worth clients, managing approximately $22.5 million. The firm employs a range of investment strategies including mutual funds, equities, fixed income, ETFs, and options, with an emphasis on individualized investment policy statements and regular account reviews.
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