Thomas Maccowatt, financial advisor Palm Beach FL

Thomas Maccowatt

CRD Number: 1981531
Current Firm: Williams Jones Wealth Management, LLC

Thomas Maccowatt (CRD# 1981531) is an Investment Advisor Representative working at Williams Jones Wealth Management, LLC in Palm Beach, FL and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Williams Jones Wealth Management, LLC New York, NY Aug 2019 - Current 4
Williams, Jones & Associates, LLC New York, NY Oct 1998 - Aug 2019 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 1995
Contact Info for Thomas H. Maccowatt
Phone Number: 212-935-8750
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    10,568
    MILLIONS
  • Total Number of Accounts
    4,634
    ACCOUNTS
  • Average Account Value
    $2,280,603
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

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