Thomas Trumble, financial advisor West Hartford CT
93 score

Thomas Trumble

CRD Number: 1153827
Current Firm: Private Capital Group, LLC

Thomas Trumble (CRD# 1153827) is an Investment Advisor Representative working at Private Capital Group, LLC in West Hartford, CT and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Nfp Securities, Inc. Austin, TX Jan 2004 - Current 12
Private Capital Group, LLC West Hartford, CT Jan 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1981
S65 NASAA Investment Advisors Law Examination Apr 1997
Contact Info for Thomas R. Trumble
Phone Number: 860.561.1162
Firm Website:
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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