Thomas
Hagstrom

Charles Schwab & Co., Inc

CRD#2165970
Investment Advisor
in Boston, MA
Are you Thomas Hagstrom? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Thomas Hagstrom is a chartered financial analyst operating out of Boston, Massachusetts, who has been in the financial industry for 10 years. Hagstrom is on the advisory team at Charles Schwab & Co., Inc. Their career trajectory has included roles at F-Squared Investments Inc, State Street Corporation, Harrison Fiduciary Group, Broadmeadow Capital Management and Charles Schwab & Co., Inc. Hagstrom holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to operate in Connecticut. Charles Schwab & Co., Inc is a financial advisory business based out of Boston, Massachusetts. It has offices in 370 locations and a total of 14,879 advisors. Charles Schwab & Co., Inc performs a set of services, such as financial planning services, selection of other advisers and other services. Financial advisory fee schedules are based on the services offered. However, fees billed by Charles Schwab & Co., Inc most likely include some blend of hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

One International Place
Boston, MA 02110-2600

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.

Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees

14,879

MA Average: 43

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Thomas Hagstrom Work History

Thomas has 10 years of experience.

2015 - 2015 (0 years)

Broadmeadow Capital Management

2015 - Present (4 years)

Charles Schwab & Co., Inc

2011 - 2015 (4 years)

F-Squared Investments Inc

2010 - 2011 (1 years)

Harrison Fiduciary Group

2008 - 2010 (2 years)

State Street Corporation

Disclosures

Thomas Hagstrom has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started