Thomas Kingsley (CRD# 2593932) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Upper Saddle River, NJ and has over 29 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Covington, KY | Jul 2021 - Current | 2 |
Guidepoint | New York, NY | Oct 2020 - Jun 2021 | < 1 |
Gerson Lehrman Group (glg) | New York, NY | Mar 2020 - Jun 2021 | 1 |
Third Bridge | New York, NY | Mar 2020 - Jun 2021 | 1 |
Alphasights | New York, NY | Mar 2020 - Jun 2021 | 1 |
Telk Group | New York, NY | Aug 2019 - Jun 2021 | 1 |
Unemployed | Upper Saddle River, NJ | Mar 2019 - Jun 2019 | < 1 |
Bloomberg Tradebook LLC | New York, NY | Jul 2016 - Feb 2019 | 2 |
Bloomberg Tradebook Singapore Pte. Ltd | Singapore, | Dec 2012 - Feb 2019 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2005 |
S65 | NASAA Investment Advisors Law Examination | Feb 1995 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- NJ
- TX
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Total Assets Under Management818,776MILLIONS
-
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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