Timothy C. Minneci

Public-record details

Address

333 International Drive, Suite a, Williamsville, NY 14221

Phone

(716) 626-1200

Listed under

Financial planning, Hourly fees, Flat / fixed fees

Legal name

Minneci, Timothy C.

CRD number

169088

Registration

State registered: FL, NY

Compensation (Form ADV 5.E)

Hourly charges; Fixed fees; Other (Referral Fees Or Portion of Fee Paid to Third Party Adviser)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Selection of other advisers

Clients reported (Form ADV 5.D)

12

Individual / high-net-worth clients

0 / 12

Employees

1

Other business activities (Form ADV 6.A)

Also active as: registered representative of a broker-dealer

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-30

State registered (FL, NY) investment adviser, CRD 169088, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 169088 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.