Thomas
Collins
Cwa Asset Management Group
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About this Advisor
Thomas Collins is a certified financial planner who works out of Naples, Florida. Collins is an advisor for Cwa Asset Management Group. During their career, Collins has held roles at Fidelity Brokerage Services LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Charles Schwab & Co., Inc, Financial Center First Credit Union, Cuso Financial Services, Lp, Strategic Advisers Inc, Jp Morgan Securities, LLC, Jp Morgan Chase Bank, N.A, David Lawrence Center, Morgan Stanley, Cwa Asset Management Group and Schwab Private Client Investment Advisory, Inc. Collins holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to operate in Florida. Cwa Asset Management Group is an advisory business headquartered in Naples, FL. The firm has offices in four locations and a total of 47 people on staff. It oversees $2 billion in assets under management between its 1,333 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 14 charitable organizations. Of its 1,333 customer accounts, 39% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management are based on which services the firm provides the client. Fees billed by Cwa Asset Management Group can include any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwa Asset Management Group Brokerage Details
$2,177,944,822
47
1,333
$1,633,867
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Thomas Collins Work History
Thomas has been registered as a financial advisor for 0 years.*
Cwa Asset Management Group
Morgan Stanley
David Lawrence Center
Jp Morgan Securities, LLC
Jp Morgan Chase Bank, N.A
Financial Center First Credit Union
Cuso Financial Services, Lp
Charles Schwab & Co., Inc
Schwab Private Client Investment Advisory, Inc
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Strategic Advisers Inc
Fidelity Brokerage Services LLC
*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 Collins 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 Cwa Asset Management Group
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Nashville, TN
Naples, FL
Charlotte, NC
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.