Member and Chief Financial Officer · Continuum Advisory, LLC
Timothy S. Kerrigan
CRD 4684533 · Named on Form ADV at one SEC-registered adviser
At a glance
Continuum Advisory, LLC, an SEC-registered wealth manager based in Eagle, ID with $1.9 billion in regulatory assets, lists Timothy S. Kerrigan on its Form ADV as Member and Chief Financial Officer, a control person.
Firms and roles
- Continuum Advisory, LLCMember and Chief Financial OfficerWealth manager · Eagle, ID · $1.9B in regulatory assets
AtlasMembers
Timothy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brian J. DamianiMember and Chief Investment Officer, Continuum Advisory, LLC
- Michael A. KellyMember and Chief Operations Officer, Continuum Advisory, LLC
- Alina L. SantiagoChief Compliance Officer, Continuum Advisory, LLC
- George C. ChuangPresident, Continuum Advisory, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.