Thomas Brenner, financial advisor San Diego CA
106 score

Thomas Brenner

CRD Number: 4458594
Current Firm: Nautilus Advisors LLC
Compensation Model: Both

 

 

Thomas Brenner CFP® (CRD# 4458594) is an Investment Advisor Representative working at Nautilus Advisors LLC in San Diego, CA and has over 14 years of experience in the finance industry.

 

 

 

I am a fee based advisor (fee-only with regard to investments) and I do provide insurance and other risk management tools on a commission basis.  My focus is on retirement & income planning, tax advantaged strategies, and long-term portfolio management.  

 

 

CONTACT
Advisory Practice Details
Services Offered:
  • Investment management
  • College preparation
  • Divorce
  • Getting married
  • Retirement planning
  • Sudden wealth
  • Employer retirement plans
  • Life
  • Long-term care
  • Charitable planning
  • Estate planning
Investment Strategy:

Primarily individual stocks & ETF's; some mutual funds when necessary.  

Pricing Model:

Our fees for portfolio management are based on the asset base.  Fees are paid quarterly in advance.  

Planning Process:

I typically provide planning services as way to determine the best investment strategy for my clients.  

Professional Designations
Company Name Location Dates Years
Nautilus Advisors LLC San Diego, CA Sep 2010 - Current 6
Nautilus Advisors LLC San Diego, CA Sep 2010 - Current 6
New England Securities San Diego, CA Sep 2001 - Sep 2010 9
Degree School Major Graduation Date
Bachelor of Arts University of Rhode Island English May 1996
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Thomas Brenner
Phone Number: (619) 573-4616
Advisor Website: http://www.nautilusadv.com
Registered State(s):
  • CA
  • TX
  • LA
By the Numbers
  • Total Assets Under Management
    116
    MILLIONS
  • Total Number of Accounts
    356
    ACCOUNTS
  • Average Account Value
    $325,851
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, TX

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BADGES
106
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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