Thomas Guillebeau, financial advisor Wilmington DE
89 score

Thomas Guillebeau

CRD Number: 5975088
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Thomas Guillebeau (CRD# 5975088) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, DE and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Wilmington, DE Aug 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington, DE Aug 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Aug 2015 < 1
Morgan Stanley Wilmington, DE Jun 2013 - Aug 2015 2
Ubs Trust Company, Na Wilmington, DE Aug 2011 - Jun 2013 1
Wilmington Trust Company Wilmington, DE Jun 2008 - Aug 2011 3
University Of Maryland College Park, MD Jun 2004 - Jun 2008 4
Marc Parc Valet Washington, DC Sep 2007 - May 2008 < 1
Wilmington Trust Company Wilmington, DE Jun 2007 - Aug 2007 < 1
Washington Redskins Landover, MD Feb 2007 - Apr 2007 < 1
Marc Parc Valet Washington, DC Sep 2006 - Dec 2006 < 1
Wilmington Trust Company Wilmington, DE Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Thomas F. Guillebeau
Phone Number: 800-637-7455
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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