Thomas
Cook
Capacuity LLC
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About this Advisor
Thomas Cook is a chartered financial analyst based in Lake Mary, Florida with 3 years of industry experience. Cook currently works for Capacuity LLC. Over the course of their career, Cook has held roles at The Newport Group, Inc, Newport Group Securities, Inc, Schwab Private Client Investment Advosory, Inc, Charles Schwab & Co., Inc, Mometrix Media LLC, Newport Group, Inc, Valmark Securities, Inc, Valmark Advisers, Inc, Capacuity, LLC and Capacuity Securities, Inc. Cook has Series 63 and Series 66 licenses, designating them as a securities representative, and can serve investors in Arizona and Florida. Capacuity LLC is a financial advisory firm that has its headquarters in Lake Mary, FL. It manages $6 billion in assets across its 113 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Capacuity LLC provides a few services, including portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management are based on the type of services provided. Fee types charged by Capacuity LLC may include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capacuity LLC Brokerage Details
$5,607,007,725
30
113
$49,619,537
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Thomas Cook Work History
Thomas has been registered as a financial advisor for 3 years.*
Capacuity, LLC
Capacuity Securities, Inc
Valmark Advisers, Inc
Valmark Securities, Inc
Schwab Private Client Investment Advosory, Inc
Charles Schwab & Co., Inc
Mometrix Media LLC
Newport Group, Inc
Newport Group Securities, Inc
The Newport Group, Inc
Newport Group Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Cook to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capacuity LLC
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Frisco, TX
Coronado, CA
Lake Mary, FL
Lake Mary, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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