Gregory Thomas (CRD# 445150) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Avon, CO and has over 32 years of experience in the finance industry.
CRD# 2769592
Aberle Investment Management LLC
CRD# 4327629
Srs Capital Advisors, Inc.
CRD# 3169018
Elevate Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab Investment Management | Avon, CO | Mar 2022 - Current | 2 |
Charles Schwab Investment Advisory, Inc. | San Francisco, CA | Jan 2018 - Mar 2022 | 4 |
Thomaspartners, Inc. | Boston, MA | Jun 2001 - Mar 2018 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1991 |
S65 | NASAA Investment Advisors Law Examination | Jun 2001 |
- CO
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Total Assets Under Management1,098,805MILLIONS
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Total Number of Accounts304,509ACCOUNTS
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Average Account Value$3,608,450
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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