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

Thomas M. Thees

Some features on this profile are disabled
CRD#: 1160264
TT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas Matthew Thees, who also goes by Thomas M Thees, Thomas Thees, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1984. Thomas had worked at 9 firms and has passed the Series 63, SIE, Series 55, Series 7, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas M Thees | Thomas Thees

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 31, 2020 - May 16, 2022

ACS EXECUTION SERVICES, LLC

BD
CRD#: 17972
RED BANK, NJ
Past

July 22, 2015 - April 19, 2018

CASTLEOAK SECURITIES, LP

BD
CRD#: 125334
NEW YORK, NY
Past

June 1, 2012 - January 9, 2014

BONDS.COM LLC

BD
CRD#: 43875
NEW YORK, NY
Past

April 18, 2008 - May 14, 2012

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

March 1, 2005 - September 28, 2006

MARKETAXESS CORPORATION

BD
CRD#: 44542
NEW YORK, NY
Past

March 25, 1991 - February 14, 2005

MORGAN STANLEY MARKET PRODUCTS INC.

BD
CRD#: 19794
NEW YORK, NY
Past

January 17, 1989 - February 14, 2005

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

March 13, 1985 - January 1, 1989

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

April 16, 1984 - September 28, 1984

BECKER PARIBAS INCORPORATED

BD
CRD#: 7635

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/12/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/15/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/21/1995
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 7/13/1994
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


AE
ACS EXECUTION SERVICES, LLC
ACS EXECUTION SERVICES, LLC | SOLOWEY & CO.

CRD#: 17972 / SEC#: , 8-36005

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge 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
12 Broad Street 2nd Floor, Red Bank, NJ 07701
Mailing Address
12 Broad Street 2nd Floor, Red Bank, NJ 07701
Phone number
(732) 204-8999
Established
Delaware since 11/13/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ACS GLOBAL HOLDINGS, LLCSOLE MEMBER
DEROLF, MARK KENNETHCHIEF COMPLIANCE OFFICER1924355
LANG, TIMOTHY JUDECHIEF EXECUTIVE OFFICER & EXECUTIVE REP.1109356
MURPHY, KRISTENCHIEF FINANCIAL OFFICER & FINOP2287252

Disclosures


Regulatory Event3

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


ACS EXECUTION SERVICES, LLC

CRD#: 17972

TRUST BUT VERIFY

Monitor Thomas Thees

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

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
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