Thomas Michael White
Professional Summary
Thomas Michael White is a registered financial advisor currently at MOUNTAIN WEALTH MANAGEMENT, LLC located in Bozeman, Montana. Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Thomas has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
19 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
MOUNTAIN WEALTH MANAGEMENT, LLC
Contact Information
Main Address
113 East Oak St Suite 4a, Bozeman, MT 59715Phone Number
(406) 223-4311# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
180AUM (Assets Under Management)
$43,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(8/10/2021)
(1/22/2024)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Thomas Michael White's CRS (Customer Relationship Summary).
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OSAIC WEALTH, INC.