Thomas Ouellette, financial advisor Lexington MA

Thomas Ouellette

CRD Number: 2393313
Current Firm: Ouellette Wealth Advisory LLC

Thomas Ouellette (CRD# 2393313) is an Investment Advisor Representative working at Ouellette Wealth Advisory LLC in Lexington, MA and has over 30 years of experience in the finance industry.

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Lido
Company Name Location Dates Years
Ouellette Wealth Advisory, LLC Lexington, MA Aug 2017 - Current 6
Triad Advisors, Inc. Norcross, GA Nov 2015 - Current 8
Lpl Financial LLC Lexington, MA May 1995 - Nov 2015 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S65 NASAA Investment Advisors Law Examination Feb 2006
Contact Info for Thomas J. Ouellette
Phone Number: 781-861-0766
Registered State(s):
  • ME
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    179
    MILLIONS
  • Total Number of Accounts
    636
    ACCOUNTS
  • Average Account Value
    $281,849
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, MA, ME, NH, TX

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