Thomas Ambrosi (CRD# 2839126) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bonita Springs, FL and has over 26 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Bonita Springs, FL | Mar 2017 - Current | 7 |
| Mass Mutual Life Insurance Company | Bonita Springs, FL | Jul 2016 - Current | 7 |
| Ambrosi Donahue Congdon & Company, P.c. | Newburyport, MA | Feb 2003 - Current | 21 |
| One Harris Street Company | Newburyport, MA | Oct 1981 - Oct 2018 | 37 |
| Metlife Securities Inc. | Newburyport, MA | Jan 2015 - Mar 2017 | 2 |
| New England Securities | Boston, MA | Aug 2007 - Jan 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 1997 |
- FL
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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