Thomas Snow (CRD# 4719360) is an Investment Advisor Representative working at Righthand Capital, LLC in West Newton, MA and has over 20 years of experience in the finance industry. Thomas Snow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Righthand Capital, LLC | West Newton, MA | Jan 2020 - Current | 4 |
| Right Hand International, LLC | West Newton, MA | Sep 2019 - Current | 4 |
| Purshe Kaplan Sterling Investments | Albany, NY | Aug 2020 - Nov 2023 | 3 |
| Bamboo Park, LLC | West Newton, MA | Feb 2020 - Dec 2021 | 1 |
| Lincoln Financial Advisors | Boston, MA | Nov 2014 - Jul 2020 | 5 |
| Synergy | Wellesley, MA | Dec 2011 - May 2019 | 7 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | May 2010 - Nov 2014 | 4 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2003 - Nov 2014 | 11 |
| Northwestern Mutual Investment Services, LLC | Wellesley, MA | Oct 2003 - Nov 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- DE
- MA
- NV
- NH
- TX
-
Total Assets Under Management121MILLIONS
-
Total Number of Accounts175ACCOUNTS
-
Average Account Value$690,909
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
DE, MA, NH, NV, TX
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