Thomas Sileo, financial advisor Nashua NH
83 score

Thomas Sileo

CRD Number: 1310571
Current Firm: Raymond James Financial Services Advisors, Inc.

Thomas Sileo (CRD# 1310571) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nashua, NH and has over 17 years of experience in the finance industry.

Similar Advisors
Cynthia Pellegrino, financial advisor Nashua NH
Cynthia Pellegrino
CRD# 4257163
United Planners' Financial Services Of America A Limited Partner
Score
106
Similar Advisors
Christopher June, financial advisor Nashua NH
Christopher J. June
CRD# 6023112
Sfm, LLC
Score
103
Similar Advisors
Margaret "Peggy" McGillin, financial advisor Nashua NH
Margaret "Peggy" M. McGillin
CRD# 5095058
Journey Financial Planners, LLC
Score
103
Company Name Location Dates Years
Geodesic Financial Services, LLC Nashua, NH Oct 2010 - Current 6
Raymond James Financial Services Advisors, Inc. Nashua, NH Jun 2009 - Current 7
Raymond James Financial Services, Inc. Nashua, NH Jun 2009 - Current 7
Morgan Stanley Nashua, NH Apr 1998 - Jun 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Mar 1999
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Thomas P. Sileo
Phone Number: 727-567-5877
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • 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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.