Thomas McNally
CRD Number: 4900146Current Firm: Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions
Thomas McNally (CRD# 4900146) is an Investment Advisor Representative working at Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions in Norfolk, VA and has over 19 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clearstead Advisory Solutions | Norfolk, VA | Apr 2024 - Current | < 1 |
| Wilbanks, Smith & Thomas Asset Management LLC | Norfolk, VA | Jan 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2005 |
- TX
- VA
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Total Assets Under Management15,322MILLIONS
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Total Number of Accounts5,903ACCOUNTS
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Average Account Value$2,595,564
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
- Other
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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