Thomas Gandolfi (CRD# 6464714) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Alpharetta, GA and has over 9 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jb Capital LLC | Alpharetta, GA | Dec 2023 - Current | < 1 |
| Ae Wealth Management, LLC | Topeka, KS | Apr 2021 - Current | 3 |
| Ae Wealth Management LLC | Alpharetta, GA | Apr 2021 - Current | 3 |
| Three Bridges Financial Group | Alpharetta, GA | Oct 2014 - Current | 9 |
| Sound Income Strategies, LLC | Ft. Lauderdale, FL | Apr 2018 - Apr 2021 | 3 |
| Sound Income Strategies LLC | Alpharetta, GA | Mar 2018 - Apr 2021 | 3 |
| Brookstone Capital Management, LLC | Wheaton, IL | Mar 2016 - Apr 2018 | 2 |
| Brookstone Capital Management LLC | Alpharetta, GA | Feb 2016 - Mar 2018 | 2 |
| Retirement Wealth Advisors, Inc. | Grand Rapids, MI | May 2015 - Mar 2016 | < 1 |
| Retirement Wealth Advisors Inc. | Alpharetta, GA | Apr 2015 - Feb 2016 | < 1 |
| Synergy Financial Partners | Alpharetta, GA | Sep 2014 - Oct 2015 | 1 |
| Advanced Image Resources, LLC | Alpharetta, GA | Apr 2007 - Oct 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
- FL
- GA
- TX
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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