Thomas Balistreri (CRD# 1349647) is an Investment Advisor Representative working at Equitable Advisors, LLC in San Francisco, CA and has over 29 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Jun 2023 - Current | < 1 |
| The Prudential Insurance Company Of America | Walnut Creek, CA | Feb 2019 - Jun 2023 | 4 |
| Pruco Securities, LLC | Walnut Creek, CA | Feb 2019 - Jun 2023 | 4 |
| Principal Life Insurance Company | San Francisco, CA | Apr 2015 - Feb 2019 | 3 |
| Princor Financial Services Corporation | San Francisco, CA | Apr 2015 - Feb 2019 | 3 |
| Boom Planning | San Francisco, CA | Nov 2014 - Apr 2015 | < 1 |
| 20/20 Financial Advisers, LLC | San Francisco, CA | Nov 2014 - Apr 2015 | < 1 |
| Ameritas Investment Corp | Lincoln, NE | Aug 2011 - Apr 2015 | 3 |
| Cornerstone Financial Services LLC | Renton, WA | Jul 2011 - Apr 2015 | 3 |
| Ameritas Life Insurance Corp | Lincoln, NE | Apr 2011 - Apr 2015 | 4 |
| Thomas Anthony Insurance Services | San Rafael, CA | Nov 2008 - Apr 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
-
Total Assets Under Management29,776MILLIONS
-
Total Number of Accounts79,686ACCOUNTS
-
Average Account Value$373,668
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.