Thomas McCannCRD Number: 5949698
Current Firm: Steel Peak Wealth Management, LLC
Thomas McCann (CRD# 5949698) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 5 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Steel Peak Wealth Management, LLC||Woodland Hills, CA||Jan 2015 - Current||2|
|Morgan Stanley||Beverly Hills, CA||Aug 2014 - Jan 2015||< 1|
|Fisher Investments||Woodside, CA||Jan 2013 - Aug 2014||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Seattle, WA||Jun 2011 - Dec 2012||1|
|Griot's Garage||Tacoma, WA||Jan 2011 - Jun 2011||< 1|
|Chapman University||Orange, CA||Aug 2006 - Dec 2010||4|
|Griot's Garage||Tacoma, WA||May 2007 - Aug 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management465MILLIONS
Total Number of Accounts2,200ACCOUNTS
Average Account Value$211,548
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, FL, NV, TX
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