Thomas
Finley
9258 Wealth Management, LLC
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About this Advisor
Thomas Finley is a financial advisor based in Cincinnati, Ohio, working with 9258 Wealth Management, LLC. Thomas has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, 9258 Wealth Management, The Huntington Investment Company, Pnc Investments, and Pnc Bank. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Thomas is part of 9258 Wealth Management, LLC, which operates out of Cincinnati, Ohio. The firm has 1 office and 18 employees. The firm manages assets totaling $1.0 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, and educational seminars. The fee structure at 9258 Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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9258 Wealth Management, LLC Brokerage Details
$1,033,822,730
18
3,274
$315,767
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Thomas Finley Work History
9258 Wealth Management
The Huntington Investment Company
Pnc Investments
Pnc Bank
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Thomas Finley 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 9258 Wealth Management, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Hamilton, OH
Cincinnati, OH
Cincinnati, OH
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