Thomas
Fadden
Simplicity Wealth
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About this Advisor
Thomas Fadden is a financial advisor based in Plymouth, Massachusetts, working with Simplicity Wealth. Thomas has previously held positions at Nylife Securities, LLC, New York Life Ins. Co, Cco Investment Services Corp, Foundations Investment Advisers, Simplicity Wealth, Citizens Securities, Inc, and Independent Trust Wealth Management LLC. Thomas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Thomas is part of Simplicity Wealth, which operates out of Plymouth, Massachusetts. The firm has 52 offices and 159 employees. The firm manages assets totaling $3.2 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$3,166,555,578
159
6,188
$511,725
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Thomas Fadden Work History
Simplicity Wealth
Independent Trust Wealth Management LLC
Foundations Investment Advisers
Cco Investment Services Corp
Citizens Securities, Inc
Nylife Securities, LLC
New York Life Ins. Co
Disclosures
Please visit the SEC profile of Thomas Fadden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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