Thomas NagyCRD Number: 6212513
Current Firm: Charles Schwab & Company, Inc.
Thomas Nagy (CRD# 6212513) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Washington, DC and has over 4 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Charles Schwab & Company, Inc.||Bridgewater, NJ||Oct 2014 - Current||2|
|Charles Schwab Bank||Bridgewater, NJ||Oct 2014 - Current||2|
|Calton & Associates, Inc.||Matawan, NJ||Jun 2013 - Aug 2014||1|
|Sirius Xm||New York, NY||Jan 2012 - May 2013||1|
|Rutgers University||New Brunswick, NJ||Sep 2008 - Jan 2013||4|
|Notre Dame Hs||Lawreceville, NJ||Apr 2004 - Aug 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
|S63||Uniform Securities State Law Examination||Jul 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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