Thomas UrdaCRD Number: 1822296
Current Firm: Axa Advisors, LLC
Thomas Urda (CRD# 1822296) is an Investment Advisor Representative working at Axa Advisors, LLC in Stamford, CT and has over 9 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Axa Advisors LLC||New York, NY||Mar 2008 - Current||9|
|People's United Financial||Bridgeport, CT||Jul 2007 - Mar 2008||< 1|
|Unemployed||Stamford, CT||Apr 2007 - Jun 2007||< 1|
|Diversified Investment Advisors||Purchase, NY||Sep 2000 - Mar 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management9,867MILLIONS
Total Number of Accounts40,093ACCOUNTS
Average Account Value$246,096
- 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