Thomas Ellwanger (CRD# 6695375) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Framingham, MA and has over 7 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Framingham, MA | Aug 2021 - Current | 2 |
| Charles Schwab Bank, Ssb | Framingham, MA | Aug 2021 - Current | 2 |
| Unemployed | Shrewsbury, MA | Apr 2021 - Jul 2021 | < 1 |
| Thrivent Investment Management Inc. | Northborough, MA | Nov 2020 - Mar 2021 | < 1 |
| Thrivent Financial | Appleton, WI | Nov 2020 - Mar 2021 | < 1 |
| Citizens Securities, Inc. | Sudbury, MA | Aug 2016 - Oct 2020 | 4 |
| Citizens Bank | Sudbury, MA | Aug 2016 - Oct 2020 | 4 |
| Boston Trading Group, Inc. | Shrewsbury, MA | Jul 1992 - Aug 2016 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
| S63 | Uniform Securities State Law Examination | Oct 2016 |
- RI
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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