Thomas
Stephen
Glenwood Investment Group, LLC
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About this Advisor
Thomas Stephen is a certified financial planner operating in Manchester, New Hampshire with 5 years of industry experience. Stephen is an advisor for Glenwood Investment Group, LLC. Their career trajectory has included roles at Advantage Food Group, Paulys Pockets, Glenwood Investment Group, Valmark Securities, Inc, Valmark Advisers, Inc and Glenwood Investment Group, LLC. Stephen has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Hampshire. Glenwood Investment Group, LLC is a company based out of Manchester, NH. The firm has offices in five locations and just five advisors. It has $131 million in assets among its 885 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Glenwood Investment Group, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and publication of newsletters. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fees charged by Glenwood Investment Group, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Glenwood Investment Group, LLC Brokerage Details
$131,342,259
5
885
$148,409
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Thomas Stephen Work History
Thomas has been registered as a financial advisor for 5 years.*
Glenwood Investment Group, LLC
Valmark Advisers, Inc
Glenwood Investment Group
Valmark Securities, Inc
Advantage Food Group
Paulys Pockets
*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 Stephen 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 Glenwood Investment Group, LLC
Manchester, NH
Manchester, NH
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.
