Thomas B. Carreras
Professional summary
Thomas Benjiman Carreras, who also goes by Thomas B Carreras, is a registered financial advisor currently at IWG INVESTMENT ADVISORS LLC located in West Palm Beach, Florida.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Thomas has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Benjiman Carreras's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 2, 2026 - Present
IWG INVESTMENT ADVISORS LLC
May 5, 2022 - January 5, 2026
PRIME CAPITAL FINANCIAL
January 14, 2022 - December 9, 2024
PRIVATE CLIENT SERVICES, LLC
March 19, 2019 - December 31, 2022
20/20 CAPITAL MANAGEMENT, INC
June 21, 2004 - August 9, 2019
AMERITAS INVESTMENT COMPANY, LLC
October 30, 2003 - January 26, 2022
AMERITAS INVESTMENT COMPANY, LLC
October 15, 2001 - October 31, 2003
INTERVEST INTERNATIONAL EQUITIES CORPORATION
November 25, 1988 - October 15, 2001
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/2/2026)
Exams
Current Firm
IWG INVESTMENT ADVISORS LLC
CRD#: 288942 / SEC#:
Contact information
Red Flags
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