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CCO President · Cairn Wealth Management

Timothy A. Mosier

CRD 4650900 · Named on Form ADV at one SEC-registered adviser

At a glance

Cairn Wealth Management, an SEC-registered wealth manager based in Vancouver, WA with $385 million in regulatory assets, lists Timothy A. Mosier on its Form ADV as CCO President, a control person.

Firms and roles

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
1 firmLocked
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

  • Patrick J. MasonChief Investment Officer, Cairn Wealth Management
  • Mark P. FarrellySenior Advisor and Director of Financial Planning, Cairn Wealth Management
  • Cherie A. KingDirector of Operations and Compliance, Cairn Wealth Management

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.