Thomas Shiffer, financial advisor Westborough MA
96 score

Thomas Shiffer

CRD Number: 4471246
Current Firm: Cadence Wealth Management LLC

Thomas Shiffer (CRD# 4471246) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 14 years of experience in the finance industry. Thomas Shiffer 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.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Westborough, MA Oct 2010 - Current 6
Cwm Consulting LLC Westborough, MA Oct 2010 - Current 6
Cadence Wealth Management Westborough, MA Oct 2010 - Current 6
Ids Life Insurance Company W. Conshohocken, PA Oct 2001 - Oct 2010 9
Ameriprise Financial Advisors Westborough, MA Oct 2001 - Oct 2010 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Thomas G. Shiffer
Phone Number: (508) 898-0400
Registered State(s):
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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