Thomas E. Zebroski
Professional summary
Thomas Edward Zebroski, CFP®, who also goes by Thomas E. Zebroski, Thomas Edward Zebrosky, is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT located in Gig Harbor, Washington.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Thomas has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Edward Zebroski's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
December 5, 2016 - Present
MERIDIAN WEALTH MANAGEMENT
August 21, 2014 - February 16, 2017
COLUMBIA RIVER ADVISORS
August 8, 2007 - January 14, 2014
CHARLES SCHWAB & CO., INC.
August 8, 2007 - January 14, 2014
CHARLES SCHWAB & CO., INC.
July 24, 2006 - July 16, 2007
A. G. EDWARDS & SONS, INC.
July 12, 2006 - July 16, 2007
A. G. EDWARDS & SONS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/28/2017)
(12/5/2016)
Exams
Current Firm
MERIDIAN WEALTH MANAGEMENT
CRD#: 285853 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 267 |
| AUM (Assets Under Management) | $ 98,530,385 |
Red Flags
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