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Timothy Pelan

Advisor at Arete Wealth Advisors, LLC

Updated today
Arete Wealth Advisors, LLC logo

Firm

Arete Wealth Advisors, LLC

Location

Melville, NY 11747

Credentials

Series 66

About

Timothy Pelan is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 66 designation and over six years of professional experience. His background includes roles at Primerica and Fincadia, as well as involvement with entities such as American Beech and Marco Vineyards. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, manages assets primarily on a discretionary basis, and integrates affiliated financial businesses and product channels into its service offerings.

Client services

Based on Arete Wealth Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.

Expertise

Based on Arete Wealth Advisors, LLC

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Based on Arete Wealth Advisors, LLC

Executive Founder/Business Owner

Fee options

Fixed

Flat fixed fees for financial planning services, negotiated between Advisor and Client

Percentage

$0 - $249,000: 3.00% $250,000 - $749,999: 2.50% $750,000 - $1,499,999: 2.00% $1,500,000 - $4,999,999: 1.75% $5,000,000+: 1.50%

Commissions

Arete Advisors may receive commissions from insurance sales through affiliated insurance agency

Project-based

Hourly fees for financial planning services, negotiated between Advisor and Client

Performance-based

Performance-based fees or carried interest ranging from 5% to 20% on certain private funds as disclosed in offering documents

Other

Account minimum: $50,000 (generally required initial minimum account balance, may be waived based on individual needs and complexity) Fee-only: Hourly fees and flat fixed fees for financial planning services, negotiated between Advisor and Client

Location

425 Broadhollow Rd. Suite 325

Melville, NY 11747

Most active in

New York

Work history

Fincadia

2026 - Present (1 year)

Minnow at the Galley Ho

2023 - 2023 (1 year)

Dimon Estate

2023 - 2023 (1 year)

Primerica

2022 - 2025 (3 years)

Billy's By the Bay

2022 - 2023 (1 year)

American Beech

2020 - Present (6 years)

Marco Vineyards

2018 - 2020 (2 years)

Unemployed

2018 - 2018 (1 year)

Zuhoski Pool Care

2017 - 2017 (1 year)

Mattituck Cinemas

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul B

Series 63, Series 65, Series 66

Melville, NY

BIGGIN, INC.

Active portfolio management Options & derivatives strategies
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Michael D

Series 65

Jericho, NY

Third Tier Wealth Management

Wealth management General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) General estate planning guidance

Amir N

CFP®, EA

Huntington, NY

N Financial Plans

Hi, I’m Amir Noor—a fee-only financial advisor who specializes in helping high-net-worth clients navigate complex financial and tax planning. As a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and Chartered Retirement Plan Specialist™ (CRPS™), I bring a varied lens to your finances: strategic, goal-oriented planning and expert-level tax guidance. I don’t accept commissions, product sales kickbacks, or referral fees—just clear, objective advice that puts your best interests first. My origin story begins on Long Island, where I was raised in an immigrant household defined by entrepreneurial highs and devastating lows. My father, a risk-taking entrepreneur, passed away while I was still in high school. Overnight, I found myself managing our family’s finances and hustling to support us—building websites and offering tech support to local businesses before I was old enough to vote. At 19, I got licensed as an insurance agent and began my journey in financial services. (No, I no longer sell products.) I started college as a computer science major but graduated from SUNY Stony Brook with a finance degree after realizing where I could have the greatest impact. My early entry into the field means I’ve now worked in financial services for nearly two decades—while still in my thirties. That experience spans a broad range of clients, from 22 to 70+, across professions like law, medicine, finance, and entrepreneurship. I’m fluent in their language and the challenges they face, from correcting mismanaged 401(k)s to addressing underinsured households to navigating unexpected windfalls and offshore asset transfers. Clients often tell me I “get it”—because I’ve lived it. I know what it’s like to be the first line of financial defense for your family or your business. And I know how overwhelming it can feel when you're not sure who to trust. That’s why I built my practice around transparency, technical expertise, and deep empathy. Today, I live in Huntington, Long Island, with my growing family. I continue to work closely with attorneys, medical professionals, and small business owners—helping them gain clarity, reduce risk, and build lasting wealth. Let’s talk. And if you have a great restaurant recommendation, we’ll get along just fine.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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Michael R

Series 66

Melville, NY

Mountain Creek Capital, LLC

Options & derivatives strategies Concentrated stock management
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Jonathan F

Series 63, Series 65, Series 66

Garden City, NY

Fischer Advisors LLC

Wealth management College savings (529s, UTMA, etc.)
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Siegfried H

Series 65

Albertson, NY

HF Advisory Services, LLC

Active portfolio management
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