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
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Professional Designations
Company Name Location Dates Years
Nautilus Advisors LLC San Diego, CA Sep 2010 - Current 7
Nautilus Advisors LLC San Diego, CA Sep 2010 - Current 7
New England Securities San Diego, CA Sep 2001 - Sep 2010 9
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
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)
  • Publication of periodicals or newsletters
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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