TT
Thomas R. Tibbles
MADISON INVESTMENT ADVISORS
TORONTO, M5H 1W7
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CRD#: 4357032
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Professional summary
Thomas Ralph Henry Tibbles is a registered financial advisor currently at MADISON INVESTMENT ADVISORS, LLC .
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Thomas has worked at 2 firms .
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 TIBBLES SERVES AS A DIRECTOR ON THE FOLLOWING CORPORATIONS:
1.OMG (OAKVILLE MANAGEMENT GROUP INC.) - THE HOLDING COMPANY FOR THE EMPLOYEES' EQUITY INTEREST IN HANSBERGER GROWTH INVESTORS, LP
THIS IS A NON-COMPENSATED POSITION.
2.DIRECTOR, 10366986 CANADA INC. , formerly FOUNDED TECHNOLOGIES INC., TORONTO, ONTARIO, CANADA, NON-INVESTMENT RELATED, WEBSITE OFFERING LEGAL SERVICES, APPROX 5 HOURS/MONTH (NONE DURING TRADING HOURS)
3. TRHT HOLDINGS, INC. - DIRECTOR, PRESIDENT, AND SECRETARY; TORONTO, ONTARIO, CANADA. INVESTMENT RELATED WITH A START DATE OF 02/16/2017. THIS IS A PERSONAL HOLDING COMPANY WITHIN A FAMILY TRUST STRUCTURE WHERE MY DUTIES ARE TO MANAGE THE ASSETS OF THE HOLDING COMPANY BY INVESTING PRIMARILY IN SECURITIES, REAL ESTATE AND PRIVATE COMPANIES. ESTIMATED 4 HOURS PER MONTH WITH APPROXIMATELY 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
4. THE TIBBLES (2017) FAMILY TRUST - TRUSTEE; TORONTO, ONTARIO, CANADA. INVESTMENT RELATED WITH A START DATE OF 02/16/2017. THIS IS A FAMILY TRUST SET UP TO OWN, CONTROL AND INVEST IN FAMILY ASSETS WHERE MY DUTIES ARE TO ACT AS A TRUSTEE TO HELP MANAGE THE ASSETS OF THE TRUST. ESTIMATED 4 HOURS PER MONTH WITH APPROXIMATELY 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Ralph Henry Tibbles'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®
NoneExperience
Current
October 29, 2020 - Present
MADISON INVESTMENT ADVISORS, LLC
Office #1: 208 Adelaide Street West Suite 300, Toronto, M5H 1W7RIA
CRD#: 110297
TORONTO,
Past
November 3, 2014 - December 31, 2020
HANSBERGER GROWTH INVESTORS, LP
RIA
CRD#: 171295
Toronto,
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MI
MADISON INVESTMENT ADVISORS, LLC
MADISON INVESTMENT ADVISORS, LLC | MOSAIC FUNDS | MADISON SCOTTSDALE | MADISON MOSAIC LLC | MADISON MOSAIC FUNDS
CRD#: 110297 / SEC#: 801-52751
RIA
Registered Investment Advisory firm - (8/29/1996 Approved)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
Wisconsin(10/29/2020)
Exams
Current Firm
MI
MADISON INVESTMENT ADVISORS, LLC
MADISON INVESTMENT ADVISORS, LLC | MOSAIC FUNDS | MADISON SCOTTSDALE | MADISON MOSAIC LLC | MADISON MOSAIC FUNDS
CRD#: 110297 / SEC#: 801-52751
RIA
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Contact information
Main Address
550 Science Drive, Madison, WI 53711
Mailing Address
Phone number
(608) 274-0300
Established
Firm type
Fiscal year end
# of Employees
94
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15,949 |
| AUM (Assets Under Management) | $ 13,346,155,459 |
Red Flags
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