Thomas
Roche

Reynders, Mcveigh Capital Management, LLC

CRD#2708983
Investment Advisor
in Boston, MA

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About this Advisor

Thomas Roche is a financial advisor based in Boston, Massachusetts, working with Reynders, Mcveigh Capital Management, LLC. Thomas has previously held positions at Reynders Mcveigh Capital Management, LLC and Reynders, Mcveigh Capital Management, LLC. Thomas has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, Thomas is part of Reynders, Mcveigh Capital Management, LLC, which operates out of Boston, Massachusetts. The firm has 36 employees and manages assets totaling $3.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Reynders, Mcveigh Capital Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

10 Post Office Square Suite N1010
Boston, MA 02109

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Reynders, Mcveigh Capital Management, LLC Brokerage Details

Total Assets Under Management

$3,654,847,964

MA Average: $16,012,751,954
Total Number of Employees

36

MA Average: 118
Total Number of Accounts

757

MA Average: 4,567
Average Account Size

$4,828,069

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Thomas Roche Work History

2020 - Present (4 years)

Reynders, Mcveigh Capital Management, LLC

2005 - Present (19 years)

Reynders Mcveigh Capital Management, LLC

Disclosures

Please visit the SEC profile of Thomas Roche 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 Reynders, Mcveigh Capital Management, LLC

Louisa Jacquinto
Boston, MA
Clay Bruning
Boston, MA
Jennifer Yousif
Boston, MA
Ryan Kreatz
Boston, MA
Jacquelyn Smith
Boston, MA
Jamie Taloumis
Boston, MA
Eric Sample
Boston, MA
Anna Finklestein
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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