Thomas
Stockett
Cleveland Wealth, LLC
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About this Advisor
Thomas Stockett is a financial advisor who works out of Cleveland, Ohio, who has 7 years of relevant experience. Stockett is an advisor for Cleveland Wealth, LLC. Throughout their career, they have worked at Fks Consulting Dba Sgs Planning, Brokers International Financial Services LLC, Millennium Settlements, Brokers International Financial Services, LLC, Cleveland Wealth, LLC, Sage Settlement Consulting, Cw Insurance, LLC and Cw Settlements. Stockett holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Ohio. Cleveland Wealth, LLC is a registered investment business operating out of Cleveland, OH. It has $589 million in assets under management among its 2,819 client accounts, placing it among the larger firms in the United States by assets under management. Of its 2,819 accounts, 28% are held by high-net-worth investors who have at least $1 million in investable assets. Cleveland Wealth, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules usually depend on which services the firm provides the client. Fees charged by Cleveland Wealth, LLC most likely are comprised of some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cleveland Wealth, LLC Brokerage Details
$588,489,922
6
2,819
$208,758
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Thomas Stockett Work History
Thomas has been registered as a financial advisor for 7 years.*
Sage Settlement Consulting
Cw Insurance, LLC
Cw Settlements
Cleveland Wealth, LLC
Cleveland Wealth, LLC
Fks Consulting Dba Sgs Planning
Millennium Settlements
Brokers International Financial Services, LLC
Brokers International Financial Services LLC
*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 Stockett 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 Cleveland Wealth, LLC
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
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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