Thomas Currier (CRD# 7352030) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tampa, FL and has over 2 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Tampa, FL | Jan 2022 - Current | 2 |
| Marco's Pizza | Tampa, FL | Mar 2017 - Oct 2021 | 4 |
| Equitable Advisors | Tampa, FL | Mar 2021 - Jun 2021 | < 1 |
| University Of South Florida | Tampa, FL | Mar 2017 - Jun 2020 | 3 |
| Unemployed | Tampa, FL | May 2016 - Mar 2017 | < 1 |
| University At Buffalo | Buffalo, NY | Sep 2014 - May 2016 | 1 |
| Moe's | Buffalo, NY | Mar 2015 - Sep 2015 | < 1 |
| Warfield's Bistro | Rochester, NY | Jun 2014 - Sep 2014 | < 1 |
| Pittsford Mendon High School | Rochester, NY | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- FL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- 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, 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, VT, WA, WI, WV, WY
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