AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
TC

Thomas Corra

Some features on this profile are disabled
CRD#: 2631401
TC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas Corra, who also goes by Thomas John Corra, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 2006. Thomas had worked at 6 firms and has passed the Series 63, Series 7TO, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas John Corra

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.
i.) Org Name:Catholic Schools Foundation -- Inner City Scholarship Fund | Org Addr: Boston, MA, US | Nature of Bus: Provides scholarship aid to students from low-income families who are attending Catholic schools. | Invst Rel:N | Title:Member of the Board of Trustees | Duties: Treasurer, Finance Committee Chair (review financials, approve budgets). Ex-Officio member of the Investment Committee | Start Dt:06/01/2017 | Total Hrs p/m:6 | Sec Trdng Hrs p/m:1 ii.)Montrose School, Medfield, MA; nature of business - school for girls, grades 6-12; Invst Rel: N; Title:Member of the Board of Trustees | Duties:Finance Committee Member (review financials, approve budgets). Start Date: 08/01/2022. Total hours p/m: 5; Sec Trdng Hrs p/m: 1 iii.)New Modality Sports, Boston, MA; nature of business - fitness equipment; Invst Rel: N; Title: CFO (part time); | Duties: financial modeling, strategy. Start Date: 02/15/2022. Total hours p/m: 5; Sec Trdng Hrs p/m: 1

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 29, 2023 - August 5, 2024

CONVERGENCY PARTNERS ADVISORS LLC

RIA
CRD#: 326447
BOSTON, MA
Past

June 13, 2022 - June 5, 2024

MIDDLEMARCH SECURITIES LLC

BD
CRD#: 283508
STAMFORD, CT
Past

January 10, 2019 - July 10, 2019

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
BOSTON, MA
Past

January 10, 2019 - July 10, 2019

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BOSTON, MA
Past

December 14, 2018 - July 10, 2019

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
BOSTON, MA
Past

July 8, 2015 - November 7, 2016

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BOSTON, MA
Past

October 30, 2012 - June 20, 2014

FIDELITY DISTRIBUTORS CORPORATION

BD
CRD#: 6848
BOSTON, MA
Past

October 30, 2012 - November 7, 2016

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
BOSTON, MA
Past

October 31, 2006 - June 23, 2014

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
BOSTON, MA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/8/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/11/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CP
CONVERGENCY PARTNERS ADVISORS LLC
CONVERGENCY PARTNERS ADVISORS LLC

CRD#: 326447 / SEC#:

Massachusetts
Registered Investment Advisory firm - (8/28/2023 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
265 Franklin Street Suite 1702, Boston, MA 02110
Mailing Address
265 Franklin Street Suite 1702, Boston, MA 02110
Phone number
(617) 834-2262
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

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


CONVERGENCY PARTNERS ADVISORS LLC

CRD#: 326447

TRUST BUT VERIFY

Monitor Thomas Corra

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics