Thomas Cock (CRD# 4345448) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 18 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apella Capital, LLC | Glastonbury, CT | Jan 2021 - Current | 3 |
| Vestory, Inc. | Woodinville, WA | Sep 2009 - Dec 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
- CT
- WA
-
Total Assets Under Management3,349MILLIONS
-
Total Number of Accounts8,605ACCOUNTS
-
Average Account Value$389,195
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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