Lovin ThomasCRD Number: 3001694
Current Firm: Armstrong Shaw Associates Inc.
Lovin Thomas (CRD# 3001694) is an Investment Advisor Representative working at Armstrong Shaw Associates Inc. in New Canaan, CT and has over 15 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Scholtz & Co
|Armstrong Shaw Associates Inc.||New Canaan, CT||Jun 2008 - Current||9|
|Unemployed||Westport, CT||Mar 2008 - May 2008||< 1|
|Neuberger Berman, LLC||New York, NY||Apr 2004 - Mar 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2001|
Total Assets Under Management836MILLIONS
Total Number of Accounts54ACCOUNTS
Average Account Value$15,483,504
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, NY, TX