Thomas
Stecik

360 Wealth Management, LLC

CRD#2150692
Investment Advisor
in Dallas, TX
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About this Advisor

Thomas Stecik is a certified financial planner based out of Dallas, Texas, who has been in the industry for 14 years. Stecik currently works for 360 Wealth Management, LLC. During their career, the advisor has held roles at Lpl Financial LLC, Saunders & Associates, LLC and 360 Wealth Management. Stecik has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Texas. 360 Wealth Management, LLC is a company that has its headquarters in Dallas, Texas. The firm has offices in 41 locations and a total of 92 advisors. It controls $900 million in assets under management among its 4,765 accounts, placing it among the larger firms in the United States by assets under management. The firm advises 10 charitable organizations. Of its 4,765 client accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services depend on which services the firm provides the client. Fee types charged by 360 Wealth Management, LLC may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

17300 North Dallas Parkway Suite 2065
Dallas, TX 75248

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360 Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,248,527,726

TX Average: $3,042,739,679
Total Number of Employees

116

TX Average: 49
Total Number of Accounts

6,682

TX Average: 2,315
Average Account Size

$186,849

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Thomas Stecik Work History

Thomas has 14 years of experience.

2012 - 2012 (0 years)

Saunders & Associates, LLC

2012 - Present (7 years)

360 Wealth Management

2004 - Present (15 years)

Lpl Financial LLC

Disclosures

Thomas Stecik has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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