Thomas Friedberg (CRD# 1242108) is an Investment Advisor Representative working at Sutter Capital Partners, LLC in Irvine, CA and has over 36 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sutter Capital Partners, Llc (crd# 312689) | Irvine, CA | May 2021 - Current | 2 |
| Sutter Securities, Inc. | San Francisco, CA | May 2019 - Current | 4 |
| Sutter Securities Financial Services Inc. | San Francisco, CA | May 2019 - Current | 4 |
| Boustead Securities,llc | Irvine, CA | Feb 2007 - Current | 17 |
| Mineral King Partners | Denver, CO | Jan 2006 - Current | 18 |
| Sutter Capital Partners, Llc (crd# 288442) | Irvine, CA | Jan 2021 - May 2021 | < 1 |
| Sutter Securities Clearing, LLC | Irvine, CA | Sep 2017 - Jul 2019 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, CT, NJ, NY
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