Thomas Poelling (CRD# 5636293) is an Investment Advisor Representative working at Centennial Wealth Management Inc. in Ithaca, NY and has over 15 years of experience in the finance industry.
CRD# 4176455
Morgan Stanley
CRD# 4403569
Moors & Cabot, Inc.
CRD# 5929634
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centennial Wealth Management Inc. | Ithaca, NY | Nov 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2009 |
- NY
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts28ACCOUNTS
-
Average Account Value$200,852
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NY
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