Cynthia Thomas, financial advisor Birmingham AL

Cynthia Thomas

CRD Number: 1218604
Current Firm: Stonegate Investment Group, LLC

Cynthia Thomas (CRD# 1218604) is an Investment Advisor Representative working at Stonegate Investment Group, LLC in Birmingham, AL and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Stonegate Investment Group, LLC Birmingham, AL Jul 2021 - Current 2
Ubs Financial Services Inc. Birmingham, AL Nov 2013 - Jul 2021 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Cynthia A. Thomas
Phone Number: (205) 963-0840
Firm Website: https://stonegateig.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    4,649
    MILLIONS
  • Total Number of Accounts
    2,572
    ACCOUNTS
  • Average Account Value
    $1,807,420
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, FL, GA, LA, MA, MD, NC, NH, NV, OH, OK, PA, SC, TN, TX, VA

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