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TS

Thomas B. Sanchez

FIDUCIARY CAPITAL MANAGEMENT
SUGARLAND, TX
CRD#: 2437504
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TS
Thomas B Sanchez JRFIDUCIARY CAPITAL MANAGEMENT

Professional summary


Thomas B Sanchez JR, who also goes by Thomas Bernard Sanchez Jr, is a registered financial advisor currently at FIDUCIARY CAPITAL MANAGEMENT LLC located in Sugarland, Texas.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Thomas has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Thomas Bernard Sanchez Jr

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) - RIA


Click below to view Thomas B Sanchez JR's CRS (Customer Relationship Summary).
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

April 6, 2026 - Present

FIDUCIARY CAPITAL MANAGEMENT LLC

RIA
CRD#: 340618
SUGARLAND, TX
Past

January 17, 2014 - May 29, 2026

NAMCOA

RIA
CRD#: 133978
SUGARLAND, TX
Past

June 11, 2010 - November 15, 2012

NAMCOA

RIA
CRD#: 133978
MOORESVILLE, NC
Past

July 10, 2008 - December 20, 2013

MSC - BD, LLC

BD
CRD#: 142927
SUGARLAND, TX
Past

December 8, 2006 - June 12, 2008

SECURITIES NETWORK LLC

BD
CRD#: 133785
AUSTIN, TX
Past

February 23, 2005 - November 17, 2006

GREENBRIAR FINANCIAL SERVICES, INC.

RIA
CRD#: 114399
HOUSTON, TX
Past

September 17, 2001 - November 28, 2006

LPL FINANCIAL LLC

RIA
CRD#: 6413
HOUSTON, TX
Past

September 17, 2001 - November 28, 2006

LPL FINANCIAL LLC

BD
CRD#: 6413
HOUSTON, TX
Past

September 6, 2001 - September 18, 2001

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

August 21, 1998 - August 9, 2001

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

March 15, 1994 - August 25, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
Texas
(4/6/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/17/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FC
FIDUCIARY CAPITAL MANAGEMENT LLC
FIDUCIARY CAPITAL MANAGEMENT LLC | FIDUCIARY CM

CRD#: 340618 / SEC#: 801-135523

RIA
Registered Investment Advisory firm - (3/12/2026 120-Day Approval)
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Contact information


Main Address
1621 Central Ave, Cheyenne, WY 82001
Mailing Address
Phone number
(503) 515-1313
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (6 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDUCIARY CAPITAL MANAGEMENT LLC (2/8/2026)

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 5,000

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


FIDUCIARY CAPITAL MANAGEMENT LLC

CRD#: 340618Sugarland, TX

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