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Thomas Schweizer

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CRD#: 416657
TS

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 Schweizer JR, who also goes by Thomas Schweizer, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1970. Thomas had worked at 5 firms and has passed the Series 63, Series 99TO, Series 7TO, SIE, Series 5, Series 41, Series 1, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas Schweizer

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)


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

October 7, 2002 - October 10, 2003

BROWN ADVISORY SECURITIES, LLC

RIA
CRD#: 120827
BALTIMORE, MD
Past

October 7, 2002 - January 4, 2022

BROWN ADVISORY SECURITIES, LLC

RIA
CRD#: 120736
BALTIMORE, MD
Past

September 3, 2002 - January 4, 2022

BROWN ADVISORY SECURITIES, LLC

BD
CRD#: 120736
BALTIMORE, MD
Past

January 13, 2001 - March 12, 2002

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

September 1, 1997 - January 13, 2001

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

April 16, 1970 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20

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: 10/10/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 1/24/1983
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 41
Date: 2/21/1981
NYSE Allied Member Examination
General Industry/Product Exam
RR
Series 1
Date: 4/8/1970
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current firm


No current employment

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


No current employment

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