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TS

Thomas Spicer

BARCLAYS CAPITAL
New York, NY 10019
Some features on this profile are disabled
CRD#: 2850935
TS

Professional summary


Thomas Spicer, who also goes by Tom Spicer, is a registered financial professional currently at BARCLAYS CAPITAL INC. located in New York, New York.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 1997. Thomas has worked at 15 firms and has passed the Series 63, Series 57TO, SIE, Series 3, Series 55, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom Spicer

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) - BD


Click below to view Thomas Spicer'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

March 31, 2023 - Present

BARCLAYS CAPITAL INC.

Office #1: 745 7th Avenue, New York, NY 10019
BD
CRD#: 19714
New York, NY
Past

March 28, 2017 - January 31, 2023

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Newark, NJ
Past

October 13, 2014 - August 29, 2016

WEDBUSH SECURITIES INC.

BD
CRD#: 877
NEW YORK, NY
Past

July 16, 2014 - August 29, 2016

LIGHTSPEED FINANCIAL SERVICES GROUP LLC

BD
CRD#: 104369
MORRISTOWN, NJ
Past

September 21, 2010 - September 6, 2013

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
SOMERSET, NJ
Past

September 21, 2010 - September 6, 2013

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
SOMERSET, NJ
Past

September 21, 2010 - July 7, 2014

NEW ENGLAND SECURITIES

BD
CRD#: 615
SOMERSET, NJ
Past

September 21, 2010 - July 7, 2014

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SOMERSET, NJ
Past

April 1, 2009 - September 10, 2010

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

April 5, 2007 - September 30, 2008

PERSHING ADVISOR SOLUTIONS LLC

BD
CRD#: 36671
JERSEY CITY, NJ
Past

August 9, 2005 - March 29, 2007

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
ISELIN, NJ
Past

July 1, 2005 - August 5, 2005

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

September 16, 2004 - March 29, 2007

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
ISELIN, NJ
Past

September 16, 2004 - March 29, 2007

NEW ENGLAND SECURITIES

BD
CRD#: 615
ISELIN, NJ
Past

September 16, 2004 - March 29, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
ISELIN, NJ
Past

September 16, 2004 - March 29, 2007

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
ISELIN, NJ
Past

June 9, 1999 - August 2, 2004

INVESTEX SECURITIES GROUP, INC.

BD
CRD#: 30094
NEW YORK, NY
Past

June 12, 1998 - May 24, 1999

TRADE-WELL DISCOUNT INVESTING, LLC.

BD
CRD#: 24645
SAN DIEGO, CA
Past

December 2, 1997 - December 11, 1997

CAPITAL PLANNING ASSOCIATES, INC.

BD
CRD#: 15107
SOUTH PLAINFIELD, NJ
Past

July 22, 1997 - December 1, 1997

WALSH MANNING SECURITIES, LLC

BD
CRD#: 30826

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
New York
(3/31/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 8/18/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/20/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/16/1999
General Securities Principal Examination
SRO Registrations
RR
BOX Exchange LLC
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe C2 Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
Long-Term Stock Exchange, Inc.
SRO Registrations
RR
MEMX LLC
SRO Registrations
RR
MIAX Emerald, LLC
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
MIAX Sapphire
SRO Registrations
RR
Miami International Securities Exchange, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE National, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq GEMX, LLC
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq MRX, LLC
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


BC
BARCLAYS CAPITAL INC.
BARCLAYS | WEALTH AND INVESTMENT MANAGEMENT, AMERICAS | WEALTH AND INVESTMENT MANAGEMENT A DIVISION OF BARCLAYS | FUNDS AND ADVISORY-AMERICAS | BZW SECURITIES INC. | BCFS - AMERICAS | BARCLAYS WEALTH AND INVESTMENT MANAGEMENT, AMERICAS | BARCLAYS WEALTH AMERICAS | BARCLAYS WEALTH | BARCLAYS SECURITIES INC. | BARCLAYS SECURITIES INC | BARCLAYS DE ZOETE WEDD SECURITIES INC. | BARCLAYS DE ZOETE WEDD GOVERNMENT SECURITIES, INC. | BARCLAYS CAPITAL INC. | BARCLAYS CAPITAL FUND SOLUTIONS - AMERICAS | BARCLAYS CAPITAL

CRD#: 19714 / SEC#: 801-69700, 8-41342

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


Main Address
745 7th Avenue, New York, NY 10019-6801
Mailing Address
745 7th Avenue, New York, NY 10019
Phone number
(212) 526-7000
Established
Connecticut since 03/30/1998
Firm type
Corporation
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)Latest Form ADV

Part 2 Brochures

INVESTMENT PHILOSOPHY PORTFOLIO MULTIPLE ACCOUNTS (IPPMA) PROGRAM (10/29/2015)

Direct owners and executive officers


NamePositionCRD#
BARCLAYS GROUP US INC.OWNS BARCLAYS CAPITAL INC.
ABREU, JULIAN JAVIERROSFP - PRIME SERVICES5160018
JAISING, RAHULROSFP - PRIME SERVICES4754959
MATHIS, CAROL PEDERSENPRINCIPAL FINANCIAL OFFICER4322657
MAYER, ANTHONY EDWARDCHIEF RISK OFFICER8132690
MOGAVERO, ANDREW MICHAELCHIEF EXECUTIVE OFFICER3247485
O'CONNOR, CLAIRE SCHOLZBOARD DIRECTOR1907247
ROGOFF, BRADLEY WAYNEHEAD OF RESEARCH4569545
SMITH, JULIETTE SARACHIEF LEGAL OFFICER5696210
WESTWOOD, JAIPRINCIPAL OPERATIONS OFFICER4611538
ZACHARIA, ZACHARIACHIEF COMPLIANCE OFFICER2440444

Disclosures


Regulatory Event142
Civil Event4

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


BARCLAYS CAPITAL INC.

CRD#: 19714New York, NY 10019

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