Thomas B. Reading
Professional summary
Thomas Blick Reading, who also goes by Thomas B Reading, is a registered financial advisor currently at COURIER CAPITAL, LLC located in Pittsburgh, Pennsylvania.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Thomas has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Blick Reading's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 13, 2023 - Present
COURIER CAPITAL, LLC
Office #1: 1350 Old Freeport Rd. #2bf, Pittsburgh, PA 15238March 30, 2016 - May 9, 2023
HNP CAPITAL LLC
June 7, 2004 - March 15, 2016
PNC WEALTH MANAGEMENT LLC
June 7, 2004 - March 15, 2016
PNC WEALTH MANAGEMENT LLC
October 10, 2002 - June 8, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 25, 2002 - June 8, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 22, 1993 - July 16, 2002
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
COURIER CAPITAL, LLC
CRD#: 282485 / SEC#: 801-107119
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/13/2023)
(6/13/2023)
Exams
Current Firm
COURIER CAPITAL, LLC
CRD#: 282485 / SEC#: 801-107119
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,600 |
| AUM (Assets Under Management) | $ 3,090,300,516 |
Red Flags
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