Tim McMahon has been an investment adviser representative at Delgado Wealth Management since July 2026, and is not listed among the firm’s executive officers or direct owners.
Delgado Wealth Management, LLC is an Orlando, FL firm with $113M under management, 115 clients and 3 advisers in one office, as of its June 2026 filing.
Investment adviser representative registrations
Tim McMahon is registered as an investment adviser representative in Florida, since July 2026.
- FloridaSince 14 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 June 2026 |
| SIE | Securities Industry Essentials Examination | 21 May 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8309456
- Firm
- Delgado Wealth Management · CRD 305721
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Tim McMahon work?
Tim McMahon is an investment adviser representative registered through Delgado Wealth Management, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Tim McMahon a financial advisor?
Yes. Tim McMahon has a current investment-adviser registration in Florida, through Delgado Wealth Management since July 2026.
How many years of experience does Tim McMahon have?
Tim McMahon has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Tim McMahon passed?
Tim McMahon has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in May 2026.
Is Tim McMahon registered with FINRA?
No. Tim McMahon has no current broker registration.
How can I verify Tim McMahon’s record?
Search CRD 8309456 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tim McMahon’s full registration record.