Thomas R. Campi

INDEX PORTFOLIO TOOLS ADVISORS

Easton, MD

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CRD#: 4272965

Professional summary

Thomas Ronald Campi JR., CFP® is a registered financial advisor currently at INDEX PORTFOLIO TOOLS ADVISORS located in Easton, Maryland.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Thomas has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Thomas Campi, MD, CFP, has a Medical Doctor degree and has completed his residency in adult psychiatry, including a one-year fellowship in child psychiatry. As of September 2023, he is a Board-Certified Psychiatrist from the American Board of Psychiatry and Neurology. He completed a National Science Fellowship at UC Berkeley in May 2024 and holds a Master of Public Health degree from UC Berkeley, which he earned in December 2024. Thomas practices psychiatry forty (40) hours per week. He also devotes up to forty (40) hours per week to his outpatient practices in various states through Mental Health & Wellness Now Telehealth. Thomas devotes up to five (5) hours per week to Mental Health & Wellness Now (www.mentalhealthwellnessnow.com), a media brand that focuses on mental health and wellness. Thomas also owns an intellectual property company, Mental Health & Wellness Now Partners, which is not expected to demand much time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Ronald Campi JR.'s 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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

December 20, 2011 - Present

INDEX PORTFOLIO TOOLS ADVISORS

RIA

CRD#: 159434

Easton, MD

Past

February 18, 2005 - December 16, 2008

LEIGH BALDWIN & CO., LLC

CRD#: 38751

ANNAPOLIS, MD

Past

April 1, 2002 - February 23, 2005

NORTHEAST SECURITIES, LLC

CRD#: 25996

MITCHELFIELD, NY

Past

November 10, 2000 - March 1, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, 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.

Highlighted states indicate IAR registrations

IAR

Maryland
(12/20/2011)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/27/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/9/2000

General Securities Representative Examination

Current Firm

INDEX PORTFOLIO TOOLS ADVISORS

CRD#: 159434 / SEC#:

Maryland

Registered Investment Advisory firm - (11/14/2011 Approved)

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Contact information

Main Address

Easton, MD

Mailing Address

Phone number

(650) 605-3622

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 8,835,110

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Thomas R. Campi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Ronald Campi JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEX PORTFOLIO TOOLS ADVISORS

LEIGH BALDWIN & CO., LLC

NORTHEAST SECURITIES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 11/27/2000

Series 7

Date: 11/9/2000

Current Firm

INDEX PORTFOLIO TOOLS ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INDEX PORTFOLIO TOOLS ADVISORS

TRUST BUT VERIFY

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