Thomas RichmondCRD Number: 1799638
Current Firm: Wasmer Schroeder & Co Inc.
Thomas Richmond (CRD# 1799638) is an Investment Advisor Representative working at Wasmer Schroeder & Co Inc. in Cleveland, OH and has over 29 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
Michael Brady & Company, LLC
|Wasmer, Schroeder & Company, Inc.||Naples, FL||Jan 2008 - Current||9|
|Wasmer, Schroeder & Company, LLC||Cleveland, OH||Nov 1997 - Dec 2007||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1988|
Total Assets Under Management5,759MILLIONS
Total Number of Accounts2,387ACCOUNTS
Average Account Value$2,412,702
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI