Rose
Thompson
Commons Capital, LLC
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About this Advisor
Rose Thompson is a financial advisor who works out of Needham Heights, Massachusetts with a total of 11 years of relevant experience. Thompson works at Commons Capital, LLC. Over the course of their career, they have held roles at Mutual Securities, Inc, Commons Capital Advisors, LLC and Leigh Baldwin & Co., LLC. Thompson holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to serve investors in Massachusetts. Commons Capital, LLC is a firm based out of Needham Heights, MA. The firm has just four employees. It has $155 million in assets across its 485 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 485 client accounts, 32% are associated with high-net-worth individuals who have at least $1 million in assets. Commons Capital, LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees largely vary depending on the type of financial services provided. However, fee types charged by Commons Capital, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commons Capital, LLC Brokerage Details
$154,989,859
4
485
$319,567
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Rose Thompson Work History
Rose has been registered as a financial advisor for 11 years.*
Leigh Baldwin & Co., LLC
Commons Capital Advisors, LLC
Mutual Securities, 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 Rose Thompson 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 Commons Capital, LLC
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
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