Charles Schwab & Co., Inc

Investment Advisor
in Boston, MA
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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



Office Location

One International Place
Boston, MA 02110-2600

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees


MA Average: 43

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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


Thomas Hagstrom has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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