Thomas
Maccowatt
Williams Jones Wealth Management, LLC
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About this Advisor
Thomas Maccowatt is a chartered financial analyst working out of Palm Beach, Florida with 4 years of industry experience. Maccowatt is an employee of Williams Jones Wealth Management, LLC. Throughout their career, Maccowatt has worked at Williams, Jones & Associates, LLC and Williams Jones Wealth Management, LLC. Maccowatt holds a Series 65 license, which qualifies them as an investment advisor representative, and can work in Florida. Williams Jones Wealth Management, LLC is a registered investment firm based out of New York, NY. The firm has offices in two locations and a total of 43 people on staff. It administers $9 billion in total assets among its 4,390 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 95 charitable organizations. Of its 4,390 client accounts, 71% are held by high-net-worth individuals who have at least $1 million in assets. Williams Jones Wealth Management, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Williams Jones Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Williams Jones Wealth Management, LLC Brokerage Details
$9,325,066,592
43
4,390
$2,124,161
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Thomas Maccowatt Work History
Thomas has been registered as a financial advisor for 4 years.*
Williams Jones Wealth Management, LLC
Williams, Jones & Associates, 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 Maccowatt 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 Williams Jones Wealth Management, LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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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