Thomas Neathamer, financial advisor Louisville KY

Thomas Neathamer

CRD Number: 5365650
Current Firm: Fidelity Personal And Workplace Advisors

Thomas Neathamer (CRD# 5365650) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Louisville, KY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Louisville, KY Sep 2021 - Current 1
Allstate Financial Services LLC Louisville, KY Oct 2020 - Aug 2021 < 1
Center Street Securities, Inc. Nashville, TN May 2019 - Oct 2020 1
Pmb Capital Management Llc Dba Brookstone Financial Jeffersonville, IN May 2019 - Oct 2020 1
Centra Credit Union Columbus, IN Jun 2017 - Mar 2019 1
Edward Jones St Louis, MO Feb 2017 - May 2017 < 1
First Savings Bank Clarksville, IN Dec 2010 - Nov 2016 5
Investment Professionals, Inc. San Antonio, TX Jun 2013 - Jan 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2017
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Thomas Neathamer
Phone Number: 617-563-7000
Registered State(s):
  • IN
  • KY
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY

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