Thomas F. Mckeon
Professional summary
Thomas Francis Mckeon III, who also goes by Thomas Francis Mckeon, is a registered financial advisor currently at CLOTHIER SPRINGS CAPITAL MANAGEMENT, LLC located in Phoenixville, Pennsylvania.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Thomas has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Francis Mckeon III's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 30, 2010 - Present
CLOTHIER SPRINGS CAPITAL MANAGEMENT, LLC
January 3, 1995 - June 28, 2010
AMERISERV WEALTH ADVISORS INC
November 3, 1993 - October 10, 1994
VALLEY FORGE ASSET MANAGEMENT, LLC
July 29, 1992 - October 14, 1993
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/30/2010)
Exams
Current Firm
CLOTHIER SPRINGS CAPITAL MANAGEMENT, LLC
CRD#: 153180 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 23 |
| AUM (Assets Under Management) | $ 11,674,883 |
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.
