Steven Thomas, financial advisor Peoria AZ

Steven Thomas

CRD Number: 6016643
Current Firm: Fidelity Personal And Workplace Advisors

Steven Thomas (CRD# 6016643) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Peoria, AZ and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Peoria, AZ Nov 2020 - Current 3
Usaa Financial Planning Services Phoenix, AZ May 2020 - Nov 2020 < 1
Usaa Investment Services Company Phoenix, AZ Aug 2014 - May 2020 5
Bank Of America Carefree, AZ Dec 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
S63 Uniform Securities State Law Examination Feb 2012
Contact Info for Steven M. Thomas
Phone Number: 617-563-7000
Registered State(s):
  • AZ
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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