Thomas Filomeno (CRD# 4331342) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 22 years of experience in the finance industry.
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 1949220
Tyler-stone Wealth Management, LLC
CRD# 5062672
Lincoln Investment
Company Name | Location | Dates | Years |
---|---|---|---|
Marcum Wealth, LLC | Mayfield Village, OH | Jul 2020 - Current | 3 |
Marcum LLP | West Hartford, CT | Jun 2018 - Current | 5 |
Marcum Wealth Management, LLC | West Hartford, CT | Jun 2018 - Jul 2020 | 2 |
Filomeno & Co Pc | West Hartford, CT | May 1978 - Jun 2018 | 40 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2001 |
- CT
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Total Assets Under Management2,576MILLIONS
-
Total Number of Accounts6,904ACCOUNTS
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Average Account Value$373,173
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA
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