Thomas McEnaney (CRD# 1467923) is an Investment Advisor Representative working at Catalyst Investment Management LLC in Pownal, ME and has over 38 years of experience in the finance industry. Thomas McEnaney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3203255
Commonwealth Financial Network
CRD# 3132472
Coston And Mcisaac Investment Advisers, LLC
CRD# 6194945
Coston, Mcisaac & Shea Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Catalyst Investment Management LLC | Pownal, ME | Oct 2020 - Current | 3 |
| Maine Financial Advisors | Portland, ME | Jun 2012 - Oct 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2002 |
- ME
- NH
-
Total Assets Under Management124MILLIONS
-
Total Number of Accounts240ACCOUNTS
-
Average Account Value$516,667
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, ME, NH, TX
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