Thad BisselleCRD Number: 1199497
Current Firm: Kingswood Wealth Advisors, LLC
Thad Bisselle (CRD# 1199497) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Rockville, MD and has over 38 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Chalice Capital Partners, LLC||San Diego, CA||Apr 2018 - Current||4|
|Chalice Wealth Advisors||San Diego, CA||Apr 2018 - Current||4|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Mar 2018||3|
|Morgan Stanley Smith Barney||Gaithersburg, MD||May 2010 - Mar 2018||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1983|
|S65||NASAA Investment Advisors Law Examination||Sep 2004|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management451MILLIONS
Total Number of Accounts1,860ACCOUNTS
Average Account Value$242,585
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MS, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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