Thomas Munoz (CRD# 6784566) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Southfield, MI and has over 5 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 3151669
Esi Financial Advisors
CRD# 5480510
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kovitz Investment Group Partners, LLC | Southfield, MI | Mar 2024 - Current | < 1 |
Telemus Capital, LLC | Southfield, MI | Dec 2019 - Feb 2024 | 4 |
Axa Advisors, LLC | New York, NY | Feb 2019 - Dec 2019 | < 1 |
Central Michigan University | Mt. Pleasant, MI | Aug 2015 - Dec 2018 | 3 |
Axa Advisors, LLC | Troy, MI | May 2018 - Aug 2018 | < 1 |
Annual Giving Central Michigan University | Mt. Pleasant, MI | Jan 2018 - Feb 2018 | < 1 |
Focus Financial Group, Inc. | Southfield, MI | May 2017 - Dec 2017 | < 1 |
Kokemos Family Fun Center | Saginaw, MI | May 2016 - Aug 2016 | < 1 |
Garpiel Group | Saginaw, MI | Jun 2015 - Aug 2015 | < 1 |
Delta College | University Center, MI | Aug 2014 - Aug 2015 | 1 |
Gordman's | Saginaw, MI | Jun 2014 - Feb 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
S63 | Uniform Securities State Law Examination | May 2019 |
- MI
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Total Assets Under Management11,291MILLIONS
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Total Number of Accounts11,848ACCOUNTS
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Average Account Value$952,967
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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