Thomas KeaneCRD Number: 7302733
Current Firm: Captrust
Thomas Keane (CRD# 7302733) is an Investment Advisor Representative working at Captrust in Boston, MA and has 1 year of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Capfinancial Partners Llc (captrust)||Raleigh, NC||Dec 2021 - Current||< 1|
|Rinet Company, LLC||Boston, MA||Jul 2019 - Dec 2021||2|
|Bentley University||Waltham, MA||Sep 2015 - May 2019||3|
|Sundae School Ice Cream Parlor||Dennis, MA||Jun 2013 - Aug 2018||5|
|Rtn Federal Credit Union||Waltham, MA||Sep 2017 - Dec 2017||< 1|
|Codiak Biosciences||Cambridge, MA||May 2017 - Jun 2017||< 1|
|Wing Printing Press||Framingham, MA||Jul 2010 - Dec 2014||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management655,054MILLIONS
Total Number of Accounts58,162ACCOUNTS
Average Account Value$11,262,582
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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