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AT

Anthony Thome

THOME FINANCIAL
BELLEVUE, WA 98004
Some features on this profile are disabled
CRD#: 2407795
AT

Professional summary


Anthony Thome, who also goes by Tony Thome, is a registered financial advisor currently at THOME FINANCIAL located in Bellevue, Washington.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Anthony has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 51, Series 28 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tony Thome

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.
Thome Financial Management, LLC is also an insurance agency licensed to sell health, disability, long-term care and life insurance. This business is not investment-related and is located in the same physical office as Thome Financial's Investment Advisory business. Tony Thome is Thome Financial Management, LLC's only licensed insurance agent and has been since inception in January 2004. As the sole licensed agent, Tony Thome performs all duties related to the insurance agency, approximately 15 hours per month (none during securities trading hours).

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Anthony Thome'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

January 21, 2004 - Present

THOME FINANCIAL

Office #1: 10210 Ne 8th Street Suite 200, Bellevue, WA 98004
RIA
CRD#: 129190
BELLEVUE, WA
Past

January 22, 2004 - November 9, 2006

STONEBRIDGE SECURITIES LLC

BD
CRD#: 47659
SEATTLE, WA
Past

June 4, 2002 - January 8, 2004

OSAGE INVESTMENTS, INC.

BD
CRD#: 118539
BOCA RATON, FL
Past

September 23, 1999 - April 19, 2004

RA BENCH

RIA
CRD#: 108011
SEATTLE, WA
Past

July 23, 1999 - November 13, 2002

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY
Past

February 28, 1995 - July 23, 1997

SEI INVESTMENTS DISTRIBUTION CO.

BD
CRD#: 10690
OAKS, PA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(1/21/2004)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/13/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 2/21/2002
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam

Current Firm


TF
THOME FINANCIAL
THOME FINANCIAL | THOME FINANCIAL MGT. | THOME FINANCIAL MANAGEMENT, LLC

CRD#: 129190 / SEC#:

California
Registered Investment Advisory firm - (12/31/2008 Terminated)
Washington
Registered Investment Advisory firm - (1/21/2004 Approved)
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Contact information


Main Address
1420 156th Ave Ne Suite G, Bellevue, WA 98007
Mailing Address
Phone number
(206) 219-0521
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts87
AUM (Assets Under Management)$ 46,675,336

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


THOME FINANCIAL

CRD#: 129190Bellevue, WA 98004

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