AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
TL

Thomas H. Lovell

CHATSWORTH SECURITIES LLC
Greenwich, CT 06830
Some features on this profile are disabled
CRD#: 1052918
TL

Professional summary


Thomas Henry Lovell JR, who also goes by Jr Thomas Henry Lovell, is a registered financial professional currently at CHATSWORTH SECURITIES LLC located in Greenwich, Connecticut.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 1982. Thomas has worked at 7 firms and has passed the Series 63, SIE, Series 79, Series 82, Series 62, Series 7 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jr Thomas Henry Lovell

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Thomas Henry Lovell JR's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 24, 2017 - Present

CHATSWORTH SECURITIES LLC

Office #1: 95 East Putnam Avenue, Greenwich, CT 06830
BD
CRD#: 40804
Greenwich, CT
Past

June 29, 2010 - March 4, 2011

MIDDLEBURY SECURITIES LLC

BD
CRD#: 122602
WEYBRIDGE, VT
Past

May 12, 2009 - September 9, 2010

MCKIM CAPITAL, INC.

BD
CRD#: 103814
NEW YORK, NY
Past

November 12, 2008 - December 9, 2008

MORGAN JOSEPH TRIARTISAN LLC

BD
CRD#: 10948
NEW YORK, NY
Past

July 1, 1996 - August 22, 2000

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

January 1, 1991 - October 23, 1992

CITICORP SECURITIES SERVICES, INC.

BD
CRD#: 15387
NEW YORK, NY
Past

June 30, 1982 - April 2, 1990

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(5/15/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 4/10/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 11/10/2008
Corporate Securities Limited Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 6/27/1996
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm


CS
CHATSWORTH SECURITIES LLC
CHATSWORTH SECURITIES LLC | CHATSWORTH SECURITIES, LLC

CRD#: 40804 / SEC#: 801-120061, 8-49199

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
95 East Putnam Avenue, Greenwich, CT 06830
Mailing Address
95 East Putnam Avenue, Greenwich, CT 06830
Phone number
(203) 629-2612
Established
New York since 03/20/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
30

FINRA licenses (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
DIFIORE, RALPH RAYMONDSENIOR MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER / AML OFFICER / CHIEF EXECUTIVE OFFICER1913027
FULVIO, GENNARO JOHNFINOP2435828
MACLEAN, DANIEL CRAWFORDSENIOR MANAGING DIRECTOR1467579
MATCOVSKY, JOEL JAYSENIOR MANAGING DIRECTOR1769496
THE ESTATE OF CURTIS E. GOWDYESTATE

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CHATSWORTH SECURITIES LLC

CRD#: 40804Greenwich, CT 06830

TRUST BUT VERIFY

Monitor Thomas Lovell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Brian Joseph Marchini
Brian MarchiniAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
White Plains, NY
Philip David Meese
Philip MeeseAdvisorCheck Check Mark
AE WEALTH MANAGEMENT, LLC
IAR
Darien, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics