Thomas CavaliereCRD Number: 4435562
Current Firm: Shadowstone Partners
Thomas Cavaliere (CRD# 4435562) is an Investment Advisor Representative working at Shadowstone Partners in Overland Park, KS and has over 15 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Shadowstone Partners||Overland Park, KS||Jul 2014 - Current||2|
|Lpl Financial LLC||Overland Park, KS||Dec 2012 - Current||4|
|Private Advisor Group, LLC||Morristown, NJ||Dec 2012 - Jul 2014||1|
|American Express Financial Advisors||Overland Park, KS||Jul 2001 - Dec 2012||11|
|Ids Life Insurance Company||Overland Park, KS||Jul 2001 - Nov 2012||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2001|
Total Assets Under Management220MILLIONS
Total Number of Accounts2,678ACCOUNTS
Average Account Value$82,151
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AR, AZ, CA, CO, CT, FL, IL, KS, LA, MO, NC, NE, OK, TN, TX, WA
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