David
Thome
Fiducient Advisors LLC
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About this Advisor
David Thome is a certified financial planner operating out of Mc Lean, Virginia with 5 years of industry experience. Thome works at Fiducient Advisors LLC. During their career, Thome has held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Purshe Kaplan Sterling Investments, Orion Investment Advisors and Dimeo Schneider & Associates LLC. Thome has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Virginia. Fiducient Advisors LLC is a business based in Chicago, IL. It has offices in 16 locations and a total of 215 employees. It handles $40 billion in assets under management among its 1,061 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 309 charities and foundations. Of its 1,061 client accounts, 39% are associated with high-net-worth clients who have more than $1 million in investable assets. Fiducient Advisors LLC performs a number 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, publication of newsletters, educational seminars and other services. A financial advisor's fees are based on the financial services offered. Fee types billed by Fiducient Advisors LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fiducient Advisors LLC Brokerage Details
$40,020,772,510
215
1,061
$37,719,861
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
David Thome Work History
David has been registered as a financial advisor for 5 years.*
Dimeo Schneider & Associates LLC
Purshe Kaplan Sterling Investments
Orion Investment Advisors
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*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 David Thome 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 Fiducient Advisors LLC
Roseland, NJ
Chicago, IL
Wellesley Hills, MA
Chicago, IL
Mc Lean, VA
Chicago, IL
Chicago, IL
Goshen, NY
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.
