Timothy McCann has been an investment adviser representative at EquityCompass Investment Management since February 2010, and is not listed among the firm’s executive officers or direct owners. Timothy McCann holds a B.A. in business from The College of Notre Dame of Maryland.
Equitycompass Investment Management, LLC is a Baltimore, MD firm with $221M under management, 163 clients and 10 advisers across 6 offices, as of its March 2026 filing.
Timothy M. McCann is Senior Portfolio Manager of EquityCompass. He is responsible for the Core Balanced Portfolio and the Equity Risk Management Strategy and for the firm's investment research and new product development. He joined the Legg Mason equity marketing department in 2002 as a quantitative analyst and arrived at Stifel in December 2005 with the acquisition of Legg Mason's Capital Markets Group. He was appointed Portfolio Manager in 2006 and promoted to Senior Portfolio Manager in 2008.
Timothy McCann’s longest registration is the current one, 16 years at EquityCompass Investment Management since 2010. Before joining EquityCompass Investment Management in 2010, Timothy McCann was registered through Stifel, Nicolaus & Company, Incorporated.
- – present · 16 yearsBoston, MA · Adviser representative · Firm CRD 145420
- Stifel, Nicolaus & Company, Incorporated– · 1 yearBaltimore, MD · Adviser representative · Firm CRD 793
Investment adviser representative registrations
Timothy McCann is registered as an investment adviser representative in Massachusetts, since February 2010.
- MassachusettsSince 16 February 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 June 2007 |
| Series 86 | Research Analyst Exam - Part I Analysis Module | 8 March 2005 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 3 September 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 January 1998 |
| Series 7 | General Securities Representative Examination | 26 November 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Research Analyst Exam - Part I Analysis Module
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Timothy Michael McCann
- CRD
- 2836429
- Firm
- EquityCompass Investment Management · CRD 145420
- Office
- 125 HIGH STREET 17TH FLOOR, Boston, MA 02110
- Registration
- Investment adviser registration
- In the industry since
- August 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- equitycompass.com
Where does Timothy McCann work?
Timothy McCann is an investment adviser representative registered through Equitycompass Investment Management, LLC since February 2010, and is not listed among the firm’s executive officers or direct owners.
Is Timothy McCann a financial advisor?
Yes. Timothy McCann has a current investment-adviser registration in Massachusetts, through EquityCompass Investment Management since February 2010.
How many years of experience does Timothy McCann have?
Timothy McCann has 18 years in the financial industry, since August 2008, across 2 adviser firms.
What exams has Timothy McCann passed?
Timothy McCann has passed 5 licensing exams: the Series 7, Series 63, Series 87, Series 86 and Series 65. The earliest, the Series 7, was passed in November 1997.
Where did Timothy McCann work before EquityCompass Investment Management?
Before EquityCompass Investment Management, Timothy McCann was registered through Equity Compass Strategies, May 2008 to December 2008; Stifel, Nicolaus & Company, Incorporated, June 2007 to July 2008.
Where is Timothy McCann based?
Timothy McCann’s registered office is in Boston, MA.
Is Timothy McCann registered with FINRA?
No. Timothy McCann has no current broker registration.
How can I verify Timothy McCann’s record?
Search CRD 2836429 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy McCann’s full registration record.
Christopher MutascioVice President
Bobby ThomasVice President- Avi SteinChief Financial Officer
- Michael SperoChief Compliance Officer
Robert HagstromChief Investment Officer