Timothy Fitzwilliams has been Chief Executive Officer of Fitzwilliams Wealth Management since December 2020, is a control person of the firm and directly owns 75% or more of it. Timothy Fitzwilliams holds a Bachelor of Science in Economics from George Mason University.
Fitzwilliams Wealth Management Inc. is a Chesapeake, VA firm with $124M under management, 634 clients and 6 advisers across 5 offices, as of its September 2026 filing.
Timothy Fitzwilliams is Founder & CEO of Fitzwilliams Financial. He has more than a decade of experience in the financial services industry. He presents informational seminars on tax-free retirement income and Social Security strategies and is a frequent contributor to media outlets including Fortune, CNN Money, Fox News and the Virginian-Pilot.
- – present · 1 yearChesapeake, VA · Adviser representative · Firm CRD 312192
Investment adviser representative registrations
Timothy Fitzwilliams is registered as an investment adviser representative in 5 states. The first approvals date from August 2025; the most recent is Florida, in September 2025.
- FloridaSince 12 September 2025
- North CarolinaSince 5 August 2025
- PennsylvaniaSince 5 August 2025
- TexasSince 5 August 2025
- VirginiaSince 29 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Timothy John Fitzwilliams
- CRD
- 7322204
- Firm
- Fitzwilliams Wealth Management · CRD 312192
- Role
- Chief Executive Officer
- Office
- 860 GREENBRIER CIRCLE, SUITE 101, Chesapeake, VA 23320
- Registration
- Investment adviser registration
- In the industry since
- August 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fitzwilliamsfinancial.com
Where does Timothy Fitzwilliams work?
Timothy Fitzwilliams has been Chief Executive Officer of Fitzwilliams Wealth Management Inc. since December 2020, and is a control person of the firm.
Is Timothy Fitzwilliams a financial advisor?
Yes. Timothy Fitzwilliams has a current investment-adviser registration in Florida, North Carolina, Pennsylvania, Texas and Virginia, through Fitzwilliams Wealth Management since August 2025.
How many years of experience does Timothy Fitzwilliams have?
Timothy Fitzwilliams has 1 year in the financial industry, since August 2025, across 1 adviser firm.
What exams has Timothy Fitzwilliams passed?
Timothy Fitzwilliams passed the Series 65 in July 2025.
Where is Timothy Fitzwilliams based?
Timothy Fitzwilliams’ registered office is in Chesapeake, VA.
Is Timothy Fitzwilliams registered with FINRA?
No. Timothy Fitzwilliams has no current broker registration.
How can I verify Timothy Fitzwilliams’ record?
Search CRD 7322204 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Fitzwilliams’ full registration record.
- Leila ShaverChief Compliance Officer