Thomas
Woodhouse
Prio Wealth Lp
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About this Advisor
Thomas Woodhouse is a certified financial planner and chartered financial analyst working in Boston, Massachusetts with a total of 21 years of relevant experience. Woodhouse is an employee of Prio Wealth Lp. Their career trajectory has included roles at Seaward Management Lp, Seaward Management Business Trust, Prio Wealth Business Trust, Prio Wealth, Inc, Prio Wealth Limited Partnership (Formerly Seaward Managment) and Seaward Fiduciary Services LLC. Woodhouse has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Louisiana, Massachusetts, New Hampshire and Texas. Prio Wealth Lp is a registered investment business that has its headquarters in Boston, MA. It administers $3 billion in assets between its 1,765 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 31 charitable organizations. Of its 1,765 accounts, 64% are held by high-net-worth clients who have more than $1 million in investable assets. Prio Wealth Lp provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules largely vary depending on the type of services. However, fee types billed by Prio Wealth Lp most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prio Wealth Lp Brokerage Details
$3,288,110,373
28
1,765
$1,862,952
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Thomas Woodhouse Work History
Thomas has been registered as a financial advisor for 21 years.*
Prio Wealth, Inc
Prio Wealth Limited Partnership (Formerly Seaward Managment)
Seaward Fiduciary Services LLC
Prio Wealth Business Trust
Seaward Management Lp
Seaward Management Business Trust
*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 Thomas Woodhouse 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 Prio Wealth Lp
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
