Christopher
Thomas
Macroview Investment Management LLC
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About this Advisor
Christopher Thomas is a certified financial planner who works out of Bethesda, Maryland. Thomas is currently employed by Macroview Investment Management LLC. During their career, Thomas has held roles at Planning Solutions Group, LLC, John Hancock Life Insurance Company, Triad Advisors, Inc, Signator Investors, Inc and Macroview Investment Management LLC. Thomas has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Maryland. Macroview Investment Management LLC is a registered investment firm that has its headquarters in Bethesda, MD. The company has just three advisors. It has $197 million in total assets between its 513 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 513 accounts, 18% are associated with high-net-worth clients who have greater than $1 million in assets. The company has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advisory services typically vary depending on which service is provided. However, fees charged by Macroview Investment Management LLC can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Macroview Investment Management LLC Brokerage Details
$197,423,576
3
513
$384,841
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Christopher Thomas Work History
Christopher has been registered as a financial advisor for 0 years.*
Macroview Investment Management LLC
Planning Solutions Group, LLC
Triad Advisors, Inc
John Hancock Life Insurance Company
Signator Investors, Inc
*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 Christopher Thomas 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 Macroview Investment Management LLC
Bethesda, MD
Bethesda, MD
Bethesda, MD
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.
