Thomas PowerCRD Number: 6429229
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Thomas Power (CRD# 6429229) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and has over 5 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Bank Of America, N.a.||Rolling Meadows, IL||Jul 2016 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Rolling Meadows, IL||Jun 2016 - Current||5|
|751 N. Clark LLC||Chicago, IL||Mar 2008 - Feb 2017||8|
|E*trade Securities LLC||Chicago, IL||Oct 2014 - Jun 2016||1|
|R.j. O'brien||Chicago, IL||Oct 2012 - Oct 2014||2|
|Power Trading LLC||Chicago, IL||Nov 2011 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2016|
|S63||Uniform Securities State Law Examination||Jan 2016|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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