Timothy Mudd has been Chief Executive Officer, Chief Investment Officer & Chief Compliance Officer, Principal of Pointer Financial Advisors since June 2023, is a control person of the firm and directly owns 75% or more of it. Timothy Mudd holds a Bachelor of Science degrees in economics and finance from Mount Saint Mary's University.
Pointer Financial Advisors LLC is a Columbia, MD firm with $176M under management, 160 clients and 2 advisers in one office, as of its March 2026 filing.
Tim Mudd is Principal & Founder of Pointer Financial Advisors. He was a partner with Chesapeake Financial Advisors for 24 years before starting Pointer Financial Advisors in 2023. Before joining Chesapeake at its founding in 1999, Mudd worked as a research analyst, equity trader, and statistician with T. Rowe Price and Croft-Leominster.
Timothy Mudd’s longest registration was 24 years at Chesapeake Financial Advisors (1999–2023). Before joining Pointer Financial Advisors in 2023, Timothy Mudd was registered through Chesapeake Financial Advisors.
- – present · 3 yearsColumbia, MD · Adviser representative · Firm CRD 326745
- Chesapeake Financial Advisors– · 24 yearsTowson, MD · Adviser representative · Firm CRD 120139
Investment adviser representative registrations
Timothy Mudd is registered as an investment adviser representative in Maryland, since September 2023.
- MarylandSince 18 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 July 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Timothy Nicholas Mudd
- CRD
- 2521026
- Firm
- Pointer Financial Advisors · CRD 326745
- Role
- Chief Executive Officer, Chief Investment Officer & Chief Compliance Officer, Principal
- Office
- 10500 LITTLE PATUXENT PARKWAY, SUITE 460, Columbia, MD 21044
- Registration
- Investment adviser registration
- In the industry since
- May 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pointeradvisors.com
Where does Timothy Mudd work?
Timothy Mudd has been Chief Executive Officer, Chief Investment Officer & Chief Compliance Officer, Principal of Pointer Financial Advisors LLC since June 2023, and is a control person of the firm.
Is Timothy Mudd a financial advisor?
Yes. Timothy Mudd has a current investment-adviser registration in Maryland, through Pointer Financial Advisors since September 2023.
How many years of experience does Timothy Mudd have?
Timothy Mudd has 27 years in the financial industry, since May 1999, across 2 adviser firms.
What exams has Timothy Mudd passed?
Timothy Mudd passed the Series 65 in July 1994.
Where did Timothy Mudd work before Pointer Financial Advisors?
Before Pointer Financial Advisors, Timothy Mudd was registered through Chesapeake Financial Advisors, March 1999 to July 2023.
Where is Timothy Mudd based?
Timothy Mudd’s registered office is in Columbia, MD.
Is Timothy Mudd registered with FINRA?
No. Timothy Mudd has no current broker registration.
How can I verify Timothy Mudd’s record?
Search CRD 2521026 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Mudd’s full registration record.