Thomas Trea, financial advisor Newtown Square PA

Thomas Trea

CRD Number: 2050987
Current Firm: Mml Investors Services, LLC

Thomas Trea (CRD# 2050987) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Newtown Square, PA Mar 2017 - Current 6
Massmutual Life Insurance Co Newtown Square, PA Jul 2016 - Current 7
Metlife Securities Inc. Trevose, PA Jun 1989 - Mar 2017 27
Metropolitan Life Insurance Company Trevose, PA Jun 1989 - Jul 2016 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
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 J. Trea
Phone Number: (413)737-8400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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