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TD

Thomas J. Dunn

FORESIDE FUND SERVICES
Scarsdale, NY
Some features on this profile are disabled
CRD#: 2562912
TD

Professional summary


Thomas James Dunn, who also goes by Thomas James Dunn, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Scarsdale, New York.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 1994. Thomas has worked at 7 firms and has passed the Series 66, Series 63, Series 65 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas James Dunn

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.
CT Life and Health Insurance license/STARTED:2018/0 HOURS DEVOTED TO THIS OTHER BUSINESS PER MONTH/NOT ACTIVELY USING LICENSE

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Thomas James Dunn'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

June 20, 2025 - Present

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Scarsdale, NY
Past

January 13, 2021 - January 22, 2025

VOYA INVESTMENT MANAGEMENT CO. LLC

RIA
CRD#: 106494
Jupiter, FL
Past

September 14, 2020 - January 22, 2025

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
WINDSOR, CT
Past

August 13, 2020 - September 20, 2020

FINALIS SECURITIES LLC

BD
CRD#: 305908
NEW YORK, NY
Past

December 15, 2011 - May 8, 2013

BLACKSTONE SECURITIES PARTNERS L.P.

BD
CRD#: 17917
NEW YORK, NY
Past

December 11, 2008 - October 13, 2011

VOYA INVESTMENT MANAGEMENT CO. LLC

RIA
CRD#: 106494
NEW YORK, NY
Past

September 30, 2008 - October 13, 2011

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
WINDSOR, CT
Past

February 16, 2007 - September 29, 2008

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

January 19, 1995 - January 16, 2003

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
PURCHASE, NY
Past

December 7, 1994 - February 20, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
PURCHASE, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(6/23/2025)
RR
Connecticut
(6/23/2025)
RR
Delaware
(6/23/2025)
RR
District of Columbia
(7/1/2025)
RR
Florida
(6/23/2025)
RR
Georgia
(6/23/2025)
RR
Kentucky
(6/24/2025)
RR
Louisiana
(6/30/2025)
RR
Maryland
(6/26/2025)
RR
Massachusetts
(6/23/2025)
RR
Michigan
(6/24/2025)
RR
New Jersey
(6/23/2025)
RR
New York
(6/28/2025)
RR
North Carolina
(6/24/2025)
RR
Ohio
(6/20/2025)
RR
Pennsylvania
(6/23/2025)
RR
South Carolina
(6/23/2025)
RR
Tennessee
(6/23/2025)
RR
Virginia
(6/24/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/11/2021
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
IAR
Series 65
Date: 12/19/1994
Uniform Investment Adviser Law Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FF
FORESIDE FUND SERVICES, LLC
FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(207) 553-7110
Established
Delaware since 09/08/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

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


FORESIDE FUND SERVICES, LLC

CRD#: 46106Scarsdale, NY

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