Thomas
Gervase
Spc
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About this Advisor
Thomas Gervase is a financial advisor based in Ann Arbor, Michigan, working with Spc. Thomas has previously held positions at Cuso Financial Services, Lp, Coastal Federal Credit Union, Liberty Partners Financial Services, LLC, Modern Capital Securities, Inc, Modern Capital Advisors, LLC, Pruco Securities LLC, The Prudential Insurance Company Of America, Grove Point Investments, LLC, Grove Point Advisors, LLC, Spc, and Parkland Securities, LLC. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Thomas is part of Spc, which operates out of Ann Arbor, Michigan. The firm has 361 offices and 470 employees. The firm manages assets totaling $5.6 billion and 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 institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Spc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,562,939,194
470
30,541
$182,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Thomas Gervase Work History
Spc
Parkland Securities, LLC
Grove Point Investments, LLC
Grove Point Advisors, LLC
Pruco Securities LLC
The Prudential Insurance Company Of America
Modern Capital Securities, Inc
Modern Capital Advisors, LLC
Liberty Partners Financial Services, LLC
Cuso Financial Services, Lp
Coastal Federal Credit Union
Disclosures
Please visit the SEC profile of Thomas Gervase 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 Spc
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Eastchester, NY
Lansing, MI
Ann Arbor, MI
Mount Prospect, IL
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Ann Arbor, MI
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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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.
