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

Thomas P. Newton

INSTITUTIONAL CASH DISTRIBUTORS
Reno, NV 89511
Some features on this profile are disabled
CRD#: 2114728
TN

Professional summary


Thomas Phillip Newton is a registered financial professional currently at INSTITUTIONAL CASH DISTRIBUTORS, LLC located in Reno, Nevada.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 1991. Thomas has worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Phillip Newton'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

December 17, 2009 - Present

INSTITUTIONAL CASH DISTRIBUTORS, LLC

Office #1: 16475 Bordeaux Drive, Reno, NV 89511
BD
CRD#: 149635
Reno, NV
Past

October 13, 2009 - December 31, 2012

BACKSHORE CAPITAL, LLC

RIA
CRD#: 148418
SAN FRANCISCO, CA
Past

April 23, 2003 - April 30, 2010

MERRIMAN CAPITAL, INC.

BD
CRD#: 18296
SAN FRANCISCO, CA
Past

February 13, 2002 - May 2, 2003

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
NEW YORK, NY
Past

May 14, 1999 - November 8, 2002

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL
Past

December 11, 1998 - January 4, 1999

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
Past

December 10, 1998 - December 11, 1998

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
NEW YORK, NY
Past

May 5, 1997 - May 27, 1998

UBS ASSET MANAGEMENT (US) INC.

BD
CRD#: 583
NEW YORK, NY
Past

March 13, 1996 - April 16, 1997

NEWEDGE SECURITIES, LLC

BD
CRD#: 10674
PITTSBURGH, PA
Past

November 8, 1995 - April 26, 1996

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

September 24, 1992 - June 7, 1995

PROFUNDS DISTRIBUTORS, INC.

BD
CRD#: 19541
BETHESDA, MD
Past

May 24, 1991 - June 11, 1992

MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC.

BD
CRD#: 7404
NEW YORK, NY

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
Alaska
(2/11/2010)
RR
California
(1/6/2010)
RR
Hawaii
(3/22/2010)
RR
Indiana
(2/2/2010)
RR
Nevada
(12/22/2010)
RR
Utah
(12/22/2009)
RR
Wyoming
(1/6/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 4/9/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


IC
INSTITUTIONAL CASH DISTRIBUTORS, LLC
INSTITUTIONAL CASH DISTRIBUTORS, LLC

CRD#: 149635 / SEC#: , 8-68161

BD
Broker-Dealer Firm Regulated by FINRA (New York 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
245 Park Avenue, New York, NY 10167
Mailing Address
245 Park Avenue, New York, NY 10167
Phone number
(646) 430-6030
Established
California since 08/08/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ICD INTERMEDIATE HOLDCO 2 LLCHOLDING COMPANY
BRUNER, CHRISTIAN ADAMBOARD MEMBER5661505
CLACK, AMYBOARD MEMBER4882071
HAZARD, VICTOR JAMES IVCEO / COO1871503
KAHNEY, DOUGLAS RYANCHIEF COMPLIANCE OFFICER4903813
NEWTON, THOMAS PHILLIPMANAGING DIRECTOR2114728
PITTINSKY, JONATHAN DAVIDCFO/FINOP4291263
SERRAO, ASHLEY NEILBOARD MEMBER5360541
WOOD, ELISABETH KIRBYBOARD MEMBER4929181

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


INSTITUTIONAL CASH DISTRIBUTORS, LLC

CRD#: 149635Reno, NV 89511

TRUST BUT VERIFY

Monitor Thomas Newton

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

Similar Advisors


Matthew Allen Jeannes
Matthew JeannesAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Reno, NV
Kevin Harrell
Kevin HarrellAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Reno, NV
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