Thames Financial Management

Investment Advisor
in Norwich, CT

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About this Advisor

Michael Goldblatt is a certified financial planner working in Norwich, Connecticut with 7 years of relevant experience. Goldblatt is an advisor for Thames Financial Management. Goldblatt has gained experience at Cdm Financial Counseling Services, Inc Dba Thames Financial Mgt and Goldblatt Bokoff LLC. Goldblatt holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Connecticut. Thames Financial Management is a registered investment business based out of Norwich, CT. It has $197 million in total assets among its 537 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 537 client accounts, 33% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services are based on the financial services provided. However, fees charged by Thames Financial Management can be comprised of some combination of asset-based and hourly fees.

Certifications and Registrations


Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

457 West Main Street
Norwich, CT 06360

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Thames Financial Management Brokerage Details

Total Assets Under Management


CT Average: $5,297,377,271
Total Number of Employees


CT Average: 35
Total Number of Accounts


CT Average: 690
Average Account Size


CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Goldblatt Work History

Michael has been registered as a financial advisor for 7 years.*

2008 - Present (16 years)

Goldblatt Bokoff LLC

1996 - Present (28 years)

Cdm Financial Counseling Services, Inc Dba Thames Financial Mgt

*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.


Please visit the SEC profile of Michael Goldblatt 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 Thames Financial Management

Andrew Sawyer
Norwich, CT
Michael Goldblatt
Norwich, CT
Steven Bokoff
Norwich, CT

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.

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