Timothy Valik has been an investment adviser representative at Capital Markets IQ since August 2021, and is not listed among the firm’s executive officers or direct owners.
Capital Markets Iq, LLC is a firm with $571M under management, 884 clients and 20 advisers across 19 offices, as of its July 2026 filing.
- Capital Markets Iq, LLCCurrent– present · 5 yearsWyckoff, NJ · Adviser representative · Firm CRD 134921
Investment adviser representative registrations
Timothy Valik is registered as an investment adviser representative in New Jersey, since August 2021.
- New JerseySince 10 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 June 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Timothy Gerard Valik
- CRD
- 7384154
- Firm
- Capital Markets IQ · CRD 134921
- Office
- Wyckoff, NJ
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Timothy Valik work?
Timothy Valik is an investment adviser representative registered through Capital Markets Iq, LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Valik a financial advisor?
Yes. Timothy Valik has a current investment-adviser registration in New Jersey, through Capital Markets IQ since August 2021.
How many years of experience does Timothy Valik have?
Timothy Valik has 5 years in the financial industry, since August 2021, across 1 adviser firm.
What exams has Timothy Valik passed?
Timothy Valik passed the Series 65 in June 2021.
Where is Timothy Valik based?
Timothy Valik’s registered office is in Wyckoff, NJ.
Is Timothy Valik registered with FINRA?
No. Timothy Valik has no current broker registration.
How can I verify Timothy Valik’s record?
Search CRD 7384154 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Valik’s full registration record.