Thomas
Pratt

Collaborative Wealth

CRD#6599076
Investment Advisor
in Orlando, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Thomas Pratt is a financial advisor working out of Orlando, Florida with a total of 6 years of relevant experience. Pratt currently works for Collaborative Wealth. During their career, Pratt has held roles at Securian Financial Services Inc, Evershore Financial Group, Zoetis, Diamond P Ranch, Lpl Financial LLC and Collaborative Wealth Management, Inc. Pratt maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Collaborative Wealth is a financial advisory business that has its headquarters in Lake Mary, FL. It has offices in three locations and a total of 12 people on staff. It handles $390 million in assets under management between its 1,497 client accounts, making it one of the larger firms in the nation by assets under management. The firm provides financial advice to three charities and foundations. Of its 1,497 customer accounts, 20% belong to high-net-worth clients who have more than $1 million in assets available to invest. Collaborative Wealth provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically vary depending on which services are provided. However, fee types billed by Collaborative Wealth likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6900 Tavistock Lakes Blvd Ste 400
Orlando, FL 32827

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Collaborative Wealth Brokerage Details

Total Assets Under Management

$390,123,432

FL Average: $1,855,561,029
Total Number of Employees

12

FL Average: 62
Total Number of Accounts

1,497

FL Average: 2,474
Average Account Size

$260,603

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Thomas Pratt Work History

Thomas has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Lpl Financial LLC

2017 - Present (7 years)

Collaborative Wealth Management, Inc

2016 - Present (8 years)

Evershore Financial Group

2004 - Present (20 years)

Diamond P Ranch

2016 - 2017 (1 year)

Securian Financial Services Inc

2012 - 2015 (3 years)

Zoetis

*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 Pratt 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 Collaborative Wealth

Larry Resczenski
Gainesville, FL
Matthew Giles
Lake Mary, FL
Benjamin Sullivan
Lake Mary, FL
Shawn Smith
Lake Mary, FL
Stephen Magallanes
Stuart, FL
Brenton Thai
Lake Mary, FL
Chad Justice
Lake Mary, FL
Sandra Stickney
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started