Thomas
Collins
Cwa Asset Management Group
Answer a few questions and
get matched with an advisor.
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
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.
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
Nashville, TN
Naples, FL
Naples, FL
Charlotte, NC
Naples, FL
Naples, 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.
