Thomas Boris, financial advisor Wexford PA

Thomas Boris

CRD Number: 5057150
Current Firm: Guardian Capital, LLC

Thomas Boris (CRD# 5057150) is an Investment Advisor Representative working at Guardian Capital, LLC in Wexford, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Guardian Capital, LLC Wexford, PA Jan 2012 - Current 12
Elder Law Offices Of Shields & Boris Wexford, PA Jan 2004 - Current 20

Thomas Boris has no recent exams reported.
Contact Info for Thomas J. Boris
Phone Number: 724-934-3050
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    75
    MILLIONS
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $300,482
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
Types of Clients
Registered States

PA

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