Thomas Konopka, financial advisor Bloomfield Hills MI

Thomas Konopka

CRD Number: 1360170
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Thomas Konopka (CRD# 1360170) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomfield Hills, MI and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Bloomfield Hills, MI Mar 2016 - Current 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hill, MI Feb 2016 - Current 8
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Feb 2016 1
Morgan Stanley Smith Barney Bloomfield Hills, MI Jun 2009 - Feb 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Thomas M. Konopka
Phone Number: 800-637-7455
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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