Thomas TuttleCRD Number: 4611041
Current Firm: Provident Trust Company
Thomas Tuttle (CRD# 4611041) is an Investment Advisor Representative working at Provident Trust Company in Waukesha, WI and has over 5 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Provident Trust Company||Waukesha, WI||Dec 2010 - Current||6|
|The Private Bank, N.a.||Milwaukee, WI||Aug 2004 - Dec 2010||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2011|
Total Assets Under Management2,231MILLIONS
Total Number of Accounts927ACCOUNTS
Average Account Value$2,407,118
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IL, PA, TX, WI