Thomas Williamson, financial advisor Stamford CT
93 score

Thomas Williamson

CRD Number: 5562323
Current Firm: Advice And Planning Services

Thomas Williamson (CRD# 5562323) is an Investment Advisor Representative working at Advice And Planning Services in Stamford, CT and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Stamford, CT Aug 2015 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Stamford, CT Aug 2015 - Current 1
Metlife Securities Inc. Wethersfield, CT Oct 2008 - Aug 2015 6
Unemployed West Hartford, CT Jun 2008 - Jul 2008 < 1
Inresonance, Inc. Northampton, MA Mar 2008 - May 2008 < 1
Gms Rowing Center New Milford, CT Sep 2007 - Feb 2008 < 1
Saugatuck Rowing Club Westport, CT Sep 2006 - Sep 2007 1
Allegiance Capital Huntington Beach, CA Jul 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Thomas C. Williamson
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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