Thomas
Gajdalo
Axxcess Wealth Management, LLC
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About this Advisor
Thomas Gajdalo is a certified financial planner and chartered financial consultant who works in Lantana, Texas, who has 1 year of industry experience. Gajdalo is an employee of Axxcess Wealth Management, LLC. The advisor has gained experience at Mass Mutual Life Insurance Company, Mml Investor Services, Tuttle Wealth Management, LLC and Axxcess Wealth Management, LLC. Gajdalo has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Axxcess Wealth Management, LLC is a registered investment business operating out of Carlsbad, CA. It has offices in 23 locations and a total of 78 people on staff. It handles $3 billion in assets among its 9,690 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 14 charitable organizations. Of its 9,690 accounts, just 13% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Axxcess Wealth Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which services are provided. Fees charged by Axxcess Wealth Management, LLC most likely consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Axxcess Wealth Management, LLC Brokerage Details
$3,399,618,044
78
9,690
$350,838
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Thomas Gajdalo Work History
Thomas has been registered as a financial advisor for 1 years.*
Axxcess Wealth Management, LLC
Tuttle Wealth Management, LLC
Mass Mutual Life Insurance Company
Mml Investor Services
*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 Gajdalo 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 Axxcess Wealth Management, LLC
Carlsbad, CA
Carlsbad, CA
Charleston, WV
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
Lantana, TX
Carlsbad, CA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
