Thomas Piro, financial advisor Petaluma CA
89 score

Thomas Piro

CRD Number: 6293895
Current Firm: The Mcbride Group, LLC

Thomas Piro (CRD# 6293895) is an Investment Advisor Representative working at The Mcbride Group, LLC in Petaluma, CA and has over 2 years of experience in the finance industry.

Similar Advisors
Jeffrey Powell, financial advisor Petaluma CA
Jeffrey J. Powell
CRD# 2289402
Polaris Greystone Financial Group, LLC
Similar Advisors
Diane McCracken, financial advisor Petaluma CA
Diane M. McCracken
CRD# 2530891
Taddei, Ludwig & Associates, Inc.
Similar Advisors
Michelle Pollak, financial advisor Petaluma CA
Michelle N. Pollak
CRD# 4462071
Ameriprise Financial Services, Inc.
Company Name Location Dates Years
The Mcbride Group Petaluma, CA Mar 2015 - Current 1
Wells Fargo Advisors, LLC San Francisco, CA Jan 2014 - Mar 2015 1
Vmware Palo Alto, CA Jun 2012 - Jan 2014 1
Lattice Engines San Mateo, CA Jan 2009 - Jun 2012 3
Acxiom Little Rock, AR Jul 2002 - Dec 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Thomas A. Piro
Phone Number: 707-658-4433
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Thomas Piro and other advisors.
Clean Record
This advisor has a clean track record with regulators.

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.