Timothy Truss has been an investment adviser representative at The L. Warner Companies since May 2009, and is not listed among the firm’s executive officers or direct owners. Timothy Truss holds a Master of Business Administration with a concentration in Finance from Loyola College and a Bachelor of Science in Business Administration from Towson University.
The L. Warner Companies, Inc is a Timonium, MD firm with $802M under management, 465 clients and 9 advisers across 4 offices, as of its August 2026 filing.
Timothy Truss is Vice President - Private Client of The Warner Companies. He is involved in managing and trading individual portfolios, investment recommendations and preparing quarterly performance statements. He began his career in the financial services industry in 1998 with Legg Mason Wood Walker, and also held positions with ICMA Retirement Corporation and Citigroup Institutional Consulting.
Timothy Truss’ longest registration is the current one, 17 years at The L. Warner Companies since 2009. Before joining The L. Warner Companies in 2009, Timothy Truss was registered through Stanford Capital Management, LLC and Citigroup Global Markets Inc.
- The L. Warner Companies, IncCurrent– present · 17 yearsTimonium, MD · Adviser representative · Firm CRD 108001
- Stanford Capital Management, LLC– · under a yearBaltimore, MD · Adviser representative · Firm CRD 141553
- Citigroup Global Markets Inc.– · under a yearLutherville, MD · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Timothy Truss is registered as an investment adviser representative in Maryland, since May 2009.
- MarylandSince 8 May 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 November 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 March 2005 |
| Series 7 | General Securities Representative Examination | 30 August 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Timothy Joseph Truss
- CRD
- 3025932
- Firm
- The L. Warner Companies · CRD 108001
- Office
- 9690 DEERECO ROAD, SUITE 650, Timonium, MD 21093
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- lwarner.com
Where does Timothy Truss work?
Timothy Truss is an investment adviser representative registered through The L. Warner Companies, Inc since May 2009, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Truss a financial advisor?
Yes. Timothy Truss has a current investment-adviser registration in Maryland, through The L. Warner Companies since May 2009.
How many years of experience does Timothy Truss have?
Timothy Truss has 26 years in the financial industry, since October 2000, across 3 adviser firms.
What exams has Timothy Truss passed?
Timothy Truss has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in August 2000. FINRA credited Timothy Truss with the SIE, which began in October 2018.
Where did Timothy Truss work before The L. Warner Companies?
Before The L. Warner Companies, Timothy Truss was registered through Stanford Capital Management, LLC, November 2008 to March 2009; Citigroup Global Markets Inc., December 2007 to December 2008.
Where is Timothy Truss based?
Timothy Truss’ registered office is in Timonium, MD.
Is Timothy Truss registered with FINRA?
Yes. Timothy Truss has a current broker registration, under CRD 3025932.
Source: FINRA BrokerCheck
How can I verify Timothy Truss’ record?
Search CRD 3025932 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Timothy Truss’ full registration record.