Thomas Ellis (CRD# 1489242) is an Investment Advisor Representative working at Washington Trust Advisors in New Haven, CT and has over 13 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Washington Trust Advisors, Inc. | Wellesley, MA | Jan 2022 - Current | 2 |
| Weston Financial Group, Inc. | Wellesley, MA | Sep 2021 - Jan 2022 | < 1 |
| The Washington Trust Company Of Westerly | New Haven, CT | Sep 2019 - Jan 2022 | 2 |
| Halsey Associates, Inc. | New Haven, CT | Aug 2015 - Sep 2019 | 4 |
| Halsey Associates, Inc. | New Haven, CT | Oct 2010 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
- CA
- CT
- FL
- ME
- MA
- NY
- RI
- VA
-
Total Assets Under Management1,909MILLIONS
-
Total Number of Accounts1,414ACCOUNTS
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Average Account Value$1,350,033
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CT, FL, MA, MD, ME, NC, NH, NY, PA, RI, VA
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