Thomas
Colombo

Connectus Wealth

CRD#6558587
Investment Advisor
in Waxhall, NC

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About this Advisor

Thomas Colombo is a financial advisor based out of Waxhall, North Carolina who has 2 years of relevant experience. Colombo is an employee of Connectus Wealth. Their career trajectory has included roles at Universal Business Equipment Corporation, Crystal Rock LLC, Diamond Springs, Morgan Stanley, Morgan Stanley Private Bank, National Association, Northcoast Asset Management LLC and Connectus Wealth. Colombo maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut and North Carolina. Connectus Wealth is a financial advisory business based in Cockeysville, MD. The investment advisory business has offices in two locations and a total of 71 financial advisors. It has $7 billion in assets across its 9,139 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 37 charitable organizations. Of its 9,139 customer accounts, 21% belong to high-net-worth individuals who have at least $1 million in assets. The company has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules largely vary depending on the type of services provided. Fees billed by Connectus Wealth can be comprised of any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Waxhall, NC

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Connectus Wealth Brokerage Details

Total Assets Under Management

$6,773,789,859

NC Average: $6,889,882,315
Total Number of Employees

71

NC Average: 45
Total Number of Accounts

9,139

NC Average: 765
Average Account Size

$741,196

NC Average: $9,006,382

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
  • Other

Thomas Colombo Work History

Thomas has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Connectus Wealth

2019 - 2021 (2 years)

Northcoast Asset Management LLC

2017 - 2019 (2 years)

Morgan Stanley Private Bank, National Association

2016 - 2019 (3 years)

Morgan Stanley

2014 - 2016 (2 years)

Diamond Springs

2013 - 2014 (1 year)

Crystal Rock LLC

2010 - 2013 (3 years)

Universal Business Equipment Corporation

*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 Colombo 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 Connectus Wealth

Matthew Cheney
Cockeysville, MD
Artem Davletshin
Greenwich, CT
Kehong Zhu
Greenwich, CT
William Ostruzka
Greenwich, CT
Andrew Warning
Cockeysville, MD
Charles Pepe
Greenwich, CT
Joseph Merkle
Dallas, TX
Brian Park
Pasadena, CA

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.

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