Thomas K. Queri

BLUE HORIZON EQUITY

Fairport, NY 14450

CRD#: 2592769

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Professional summary

Thomas K Queri, ChFC®, who also goes by Tom K Queri, Tom Kelly Queri, Tom Queri, is a registered financial advisor currently at BLUE HORIZON EQUITY, INC. located in Fairport, New York and CETERA WEALTH SERVICES, LLC located in Fairport, New York.

Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Thomas has worked at 10 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tom K Queri | Tom Kelly Queri | Tom Queri

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 K Queri'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®

ChFC^®

Chartered Financial Consultant

Experience

Current

June 18, 2026 - Present

BLUE HORIZON EQUITY, INC.

Office #1: 1387 Fairport Rd Suite #750, Fairport, NY 14450

RIA

CRD#: 341095

Fairport, NY

Current

June 17, 2026 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 1387 Fairport Rd Suite #750, Fairport, NY 14450

CRD#: 13572

Fairport, NY

Past

February 5, 2021 - June 24, 2026

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Rochester, NY

Past

February 5, 2021 - June 24, 2026

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Rochester, NY

Past

January 10, 2018 - February 8, 2021

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

ROCHESTER, NY

Past

May 17, 2017 - February 8, 2021

MML INVESTORS SERVICES, LLC

CRD#: 10409

ROCHESTER, NY

Past

March 9, 2015 - April 27, 2017

NOVEM GROUP

RIA

CRD#: 158964

ROCHESTER, NY

Past

October 9, 2014 - May 15, 2017

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

October 2, 2014 - May 15, 2017

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

Pittsford, NY

Past

October 13, 2010 - October 6, 2014

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

ROCHESTER, NY

Past

March 7, 1995 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

March 7, 1995 - October 6, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

ROCHESTER, 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.

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

California
(6/17/2026)

Florida
(6/17/2026)

Illinois
(6/17/2026)

Maryland
(6/29/2026)

New Jersey
(6/17/2026)

New York
(6/17/2026)

IAR

New York
(6/18/2026)

North Carolina
(6/26/2026)

Pennsylvania
(6/17/2026)

South Carolina
(6/29/2026)

Utah
(6/17/2026)

Virginia
(6/17/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/1/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/18/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/6/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 6/1/2004

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/25/1999

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 3/18/1998

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

BLUE HORIZON EQUITY, INC.

CRD#: 341095 / SEC#: 801-136098

RIA

Registered Investment Advisory firm - (5/6/2026 120-Day Approval)

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Contact information

Main Address

55 Sully's Trail Suite F, Pittsford, NY 14534

Mailing Address

Phone number

+1 (585) 641-7900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUE HORIZON - PART 2A (3/31/2026)

BLUE HORIZON - APPENDIX 1 WRAP PROGRAM BROCHURE (3/31/2026)

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.

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Advisor Monitoring

Firm Stability Insights

Thomas K. Queri

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas K Queri's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NOVEM GROUP

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/1999

Series 63

Date: 5/18/1995

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/26/1999

Series 6

Date: 3/6/1995

Series 53

Date: 6/1/2004

Series 24

Date: 10/25/1999

Series 26

Date: 3/18/1998

FINRA

Current Firm

BLUE HORIZON EQUITY, INC.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BLUE HORIZON EQUITY, INC.

TRUST BUT VERIFY

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