Thomas Holt, financial advisor Boston MA
96 score

Thomas Holt

CRD Number: 6113108
Current Firm: Mml Investors Services, LLC

Thomas Holt (CRD# 6113108) is an Investment Advisor Representative working at Mml Investors Services, LLC in Boston, MA and has over 5 years of experience in the finance industry. Thomas Holt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Massachusetts Life Insurance Company Boston, MA Jun 2017 - Current < 1
Mml Investors Services Boston, MA Jun 2017 - Current < 1
Mcadam LLC Philadelphia, PA Oct 2014 - Jul 2017 2
Purshe Kaplan Sterling Investments, Inc. Albany, NY Oct 2014 - Jul 2017 2
Ing Financial Partners, Inc. Boston, MA Mar 2014 - Oct 2014 < 1
Mcadam Financial Group Boston, MA Mar 2014 - Oct 2014 < 1
Garden State Securities, Inc. Red Bank, NJ Aug 2012 - Mar 2014 1
Unemployed Fanwood, NJ Jun 2012 - Aug 2012 < 1
Boston College Chestnut Hill, MA Sep 2008 - May 2012 3
Garden State Securities, Inc. Red Bank, NJ Jun 2011 - Jul 2011 < 1
St Benedict's Preparatory School Scotch Plains, NJ Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Thomas J. Holt
Phone Number: (413)737-8400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    25,618
    MILLIONS
  • Total Number of Accounts
    157,759
    ACCOUNTS
  • Average Account Value
    $162,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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