Thomas
Wilson

Cetera Advisors LLC

CRD#4605831
Investment Advisor
in Melbourne, FL

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About this Advisor

Thomas Wilson is a financial advisor working out of Melbourne, Florida who has 2 years of relevant experience. Wilson is an employee of Cetera Advisors LLC. Throughout their career, they have worked at Metlife Securities Inc, Metropolitan Life Insuranse Co, Mml Investors Services, LLC, Massmutual Life Insurance Company and Cetera Advisors. Wilson maintains 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 Florida. Cetera Advisors LLC is an advisory company that has its headquarters in Englewood, CO. It has offices in 692 locations and a total of 1,047 employees. It handles $21 billion in assets between its 90,646 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 294 charities and foundations. Of its 90,646 accounts, 26% belong to high-net-worth individuals who have greater than $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management are based on the type of financial services offered. Fee types charged by Cetera Advisors LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

140 C Interlachen Rd
Melbourne, FL 32940

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

FL Average: $2,349,664,866
Total Number of Employees

1,047

FL Average: 28
Total Number of Accounts

90,646

FL Average: 1,101
Average Account Size

$234,185

FL Average: $2,134,119

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
  • Educational seminars/workshops

Thomas Wilson Work History

Thomas has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cetera Advisors

2017 - 2021 (4 years)

Mml Investors Services, LLC

2016 - 2021 (5 years)

Massmutual Life Insurance Company

2002 - 2017 (15 years)

Metlife Securities Inc

2002 - 2016 (14 years)

Metropolitan Life Insuranse Co

*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 Wilson 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 Cetera Advisors LLC

Nicholas Russell
Orlando, FL
Daniel Fundingsland
Baxter, MN
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
James Boyle
Belmar, NJ
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

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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