Thomas Zaleski (CRD# 2649845) is an Registered Investment Advisor working at Thomas Capital Management, LLC in Cornville, AZ and has over 23 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thomas Capital Management, LLC | Scottsdale, AZ | Nov 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1995 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management9MILLIONS
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Total Number of Accounts30ACCOUNTS
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Average Account Value$291,064
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ
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