Christopher
Thom
Adviser Investments
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About this Advisor
Christopher Thom is a certified financial planner and chartered financial consultant working out of Newton Center, Massachusetts. Thom is currently employed by Adviser Investments. During their career, Thom has held roles at Charles Schwab & Co., Inc, Schw Private Client Invest Adv, Financial Engines Advisors L.L.C and Adviser Investments, LLC. Thom holds a Series 63 license, certifying them as a securities agent, and is registered to work in California and Texas. Adviser Investments is a registered investment business operating out of Newton Center, MA. It has offices in three locations and a total of 109 financial advisors. It controls $6 billion in assets under management among its 11,734 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 20 charities and foundations. Of its 11,734 customer accounts, 41% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Adviser Investments offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fees vary depending on which services are offered. Fee types billed by Adviser Investments likely include asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adviser Investments Brokerage Details
$6,417,858,093
109
11,734
$546,945
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Christopher Thom Work History
Christopher has been registered as a financial advisor for 0 years.*
Adviser Investments, LLC
Financial Engines Advisors L.L.C
Schw Private Client Invest Adv
Charles Schwab & Co., 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 Thom 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 Adviser Investments
Newton Center, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
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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.
