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TG

Thomas J. Gillespie

GILLESPIE ASSOCIATES LLC.
BAINBRIDGE ISLAND, WA
Some features on this profile are disabled
CRD#: 1076946
TG

Professional summary


Thomas John Gillespie, who also goes by Thomas J Gillespie, Tom Gillespie, is a registered financial advisor currently at GILLESPIE ASSOCIATES LLC. located in Bainbridge Island, Washington.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Thomas has worked at 3 firms and has passed the Series 65, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Thomas J Gillespie | Tom Gillespie

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) - RIA


Click below to view Thomas John Gillespie'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

March 23, 1998 - Present

GILLESPIE ASSOCIATES LLC.

RIA
CRD#: 116643
BAINBRIDGE ISLAND, WA
Past

May 23, 1985 - June 12, 1989

IRC SECURITIES

BD
CRD#: 16049
Past

April 27, 1983 - July 5, 1985

CAPIS

BD
CRD#: 7551

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(3/23/1998)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/23/1991
Uniform Investment Adviser Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GA
GILLESPIE ASSOCIATES LLC.
GILLESPIE ASSOCIATES LLC.

CRD#: 116643 / SEC#:

Washington
Registered Investment Advisory firm - (3/23/1998 Approved)
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Contact information


Main Address
Carefree, AZ
Mailing Address
P.o. Box 3351, Carefree, AZ 85377
Phone number
(480) 595-5142
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts10
AUM (Assets Under Management)$ 3,446,466

Red Flags


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

Company Information


GILLESPIE ASSOCIATES LLC.

CRD#: 116643Bainbridge Island, WA

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