Principal · Birch Hill Investment Advisors LLC
Timothy M. Malloy
CRD 4897935 · Named on Form ADV at one SEC-registered adviser
At a glance
Birch Hill Investment Advisors LLC, an SEC-registered wealth manager based in Boston, MA with $2.9 billion in regulatory assets, lists Timothy M. Malloy on its Form ADV as Principal.
Firms and roles
- Birch Hill Investment Advisors LLCPrincipalWealth manager · Boston, MA · $2.9B 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
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Gary R. MikulaManaging Member/chief Executive Officer, Birch Hill Investment Advisors LLC
- Robert A. OneilManaging Member/president, Birch Hill Investment Advisors LLC
- Paul J. DonovanPrincipal, Chief Compliance Officer, COO, Birch Hill Investment Advisors LLC
- Catherine M KennedyPrincipal, Birch Hill Investment Advisors LLC
- Brett A. MirlianiPrincipal, Birch Hill Investment Advisors LLC
2 more people named with Timothy on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething 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.