Thames Financial Management

Thames Financial Management (CRD# 126295) is a financial advisory firm headquartered in Norwich, CT. They manage $95,000,000 in 380 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    380
    ACCOUNTS
  • Average Account Value
    $250,000
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Thames Financial Management
Showing 1 - 4 of 4 top financial advisors.
1
Michael A. Goldblatt
CRD#: 2694190
457 West Main Street, Norwich, CT 06360
96
Wealthminder
score

Michael Goldblatt (CRD# 2694190) is an Investment Advisor Representative working at Thames Financial Management in Norwich, CT and has over 21 years of experience in the finance industry. Michael Goldblatt 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.

2
Barbara D. Kanter
CRD#: 2808661
457 West Main Street, Norwich, CT 06360
93
Wealthminder
score

Barbara Kanter (CRD# 2808661) is an Investment Advisor Representative working at Thames Financial Management in Norwich, CT and has over 16 years of experience in the finance industry.

3
Eric N. Kanter
CRD#: 2363012
457 West Main Street, Norwich, CT 06360
93
Wealthminder
score

Eric Kanter (CRD# 2363012) is an Investment Advisor Representative working at Thames Financial Management in Norwich, CT and has over 14 years of experience in the finance industry.

4
Steven L. Bokoff
CRD#: 4650243
457 West Main Street, Norwich, CT 06360
90
Wealthminder
score

Steven Bokoff (CRD# 4650243) is an Investment Advisor Representative working at Thames Financial Management in Norwich, CT and has 1 year of experience in the finance industry. Steven Bokoff 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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