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Thomas J Biadas

KESTRA ADVISORY SERVICES
Grafton, OH
·CRD# 1523005·39 years experience

Professional Summary

Thomas J Biadas, who also goes by Thomas James Biadas, Thomas James Biades, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Grafton, Ohio and KESTRA INVESTMENT SERVICES, LLC located in Grafton, Ohio. Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Thomas has worked at 8 firms and has passed the Series 63, SIE, Series 31 and Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Thomas James Biadas, Thomas James Biades

Blog Corner

More Resources

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

39 years in the financial services industry

Current & Past Employments

Current

KESTRA ADVISORY SERVICES, LLCCurrent·CRD# 283330
RIA
1. Grafton, OH2. Avon, OH
November 23, 2021 - Present
KESTRA INVESTMENT SERVICES, LLCCurrent·CRD# 42046
BD
17760 Vermont St, Grafton, OH 44044
November 17, 2021 - Present

Past

WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
RIA
Cleveland, OH
January 1, 2008 - November 22, 2021
WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
BD
Cleveland, OH
January 1, 2008 - November 22, 2021
A. G. EDWARDS & SONS, INC.Past·CRD# 4
BD
Westlake, OH
February 28, 2006 - January 3, 2008
A. G. EDWARDS & SONS, INC.Past·CRD# 4
RIA
Westlake, OH
March 1, 2006 - January 1, 2008
MORGAN STANLEY DW INC.Past·CRD# 7556
RIA
Westlake, OH
April 2, 2001 - March 21, 2006
MORGAN STANLEY DW INC.Past·CRD# 7556
BD
Purchase, NY
July 26, 1988 - March 21, 2006
FIRST CLEVELAND INVESTMENTS, INC.Past·CRD# 3928
BD
March 28, 1988 - July 29, 1988
KETTLER & COMPANYPast·CRD# 10530
BD
August 15, 1987 - April 5, 1988
AMERICAN PACIFIC SECURITIES CORPORATIONPast·CRD# 5003
BD
June 26, 1987 - August 20, 1987

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Current Firm

KA
KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025Cover PageReport
12/23/2024Cover PageReport
10/20/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

KESTRA ADVISORY SERVICES POSITION: Investment Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 7 START DATE: 11/15/2021 ADDRESS: 5707 SW Parkway, Building 2, Ste 400, Austin TX 78735, United States DESCRIPTION: To be a fiduciary for my clients. To develop and service my client investment portfolios. Making sure that we have the best possible position for each sector and is well balanced. Also to be aware of any life changes and to react accordingly. WHITE PINES WEALTH MANAGEMENT POSITION: Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 136 SECURITIES TRADING HOURS: 132 START DATE: 10/15/2021 ADDRESS: 34000 Hickory Ct, Avon OH 44011, United States DESCRIPTION: Recommending and maintaining investment portfolios and providing all necessary services.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - SEC (12/31/1998 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Georgia
(11/22/2021)
RR
Michigan
(11/17/2021)
RR
Ohio
(11/17/2021)
IAR
Ohio
(11/23/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1988About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Aug 1993About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed May 1987About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Thomas J Biadas's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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