Thomas McHale (CRD# 7003420) is an Investment Advisor Representative working at Gritstone Asset Management LLC in Bethesda, MD and has over 5 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 4605616
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1817336
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gritstone Asset Management LLC | Bethesda, MD | Apr 2018 - Current | 6 |
| Ares Management LP | Bethesda, MD | Jan 2017 - Mar 2018 | 1 |
| American Capital, Ltd. | Bethesda, MD | Dec 1998 - Jan 2017 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- MD
-
Total Assets Under Management104MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$34,800,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
MD
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