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Thomas L. Seltzer

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CRD#: 2150880
TS

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 Lee Seltzer, who also goes by Tom Seltzer, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1991. Thomas had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom Seltzer

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.
Thomas Seltzer has a separate business as an insurance agent with Seltzer Financial Services, Inc. Thomas Seltzer has been offering Health Insurance, Life Insurance, and Disability Insurance to individuals and businesses since 1989. Approximately 20% of his time is spent on these activities. From time to time, he will offer Clients insurance services from those activities. As an insurance agent, he may receive separate yet typical compensation.

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

December 8, 2017 - July 1, 2025

ARROW WEALTH ADVISORS

RIA
CRD#: 290853
SAN ANTONIO, TX
Past

January 20, 2012 - November 30, 2017

U.S. FINANCIAL ADVISORS

RIA
CRD#: 108763
SAN ANTONIO, TX
Past

March 21, 2011 - March 27, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN ANTONIO, TX
Past

March 21, 2011 - December 7, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN ANTONIO, TX
Past

January 16, 2006 - March 22, 2011

SUNSET FINANCIAL SERVICES, INC.

RIA
CRD#: 3538
SAN ANTONIO, TX
Past

August 20, 2002 - March 22, 2011

SUNSET FINANCIAL SERVICES, INC.

BD
CRD#: 3538
SAN ANTONIO, TX
Past

June 30, 2000 - July 31, 2002

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

July 28, 1999 - June 30, 2000

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

August 15, 1995 - July 28, 1999

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

September 25, 1991 - August 15, 1995

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

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
IAR
Series 66
Date: 1/13/2006
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AW
ARROW WEALTH ADVISORS
ARROW WEALTH ADVISORS | USW-ST, INC. | ARROW WEALTH ADVISORS, INC.

CRD#: 290853 / SEC#:

California
Registered Investment Advisory firm - (8/25/2022 Approved)
Florida
Registered Investment Advisory firm - (1/19/2022 Approved)
Texas
Registered Investment Advisory firm - (12/7/2017 Approved)
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Contact information


Main Address
10831 Combine Rd Suite A, Auburn, CA 95602
Mailing Address
Phone number
(210) 541-9967
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts586
AUM (Assets Under Management)$ 100,149,362

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


ARROW WEALTH ADVISORS

CRD#: 290853

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Contact information


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