Thaddeus J. Gilliam
VERISAIL PARTNERS
CHAMBLEE, GA 30341
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CRD#: 5502291
Professional summary
Thaddeus Josiah Gilliam, CFA, CFP®, who also goes by Thad Gilliam, is a registered financial advisor currently at VERISAIL PARTNERS, LLC located in Chamblee, Georgia.
Thaddeus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Thaddeus has worked at 2 firms and has passed the Series 66, Series 31 and Series 7 exams.
Biography
What events led you to this career?
I studied finance at UGA, but most of it was corporate based finance. I happened to intern with a wealth management firm the summer before my senior year and loved it. It combined the technical side of finance/investments with the more personal side of counseling and coaching clients. That's when I decided to be a financial planner.
Family Info:
My wife, Krista, and I live in Decatur, GA. We love Decatur and have put down deep roots here. We also have two daughters (Liesel and Ingrid) who keep us on our toes! Both of our parents live in the Atlanta area so we spend lots of time at family gatherings. At our stage of life, we love going to an early dinner with the kids, and going home to have the luxury of watching a movie:)
What are your interests outside of work?
My favorite hobby is running - especially trail running. I've gotten to run several marathons over the years and few ultra marathons. My favorite race is probably either the Leadville 100 or the Boston Marathon. If I'm not running, I love to hunt, whitewater kayak, or tackle carpentry projects when time permits. One of my life goals is to sail around the world when I'm older, so I jump at any opportunity to get on a sailboat!
Education
M.S. Personal Financial Planning, Georgia State University
B.B.A. Finance, magna cum laude, University of Georgia
Designations
Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP®)
Affiliations
Financial Planning Association
CFA Institute
BNI Decatur
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Corporate Executives
Divorce Planning
Entrepreneurs
Financial Psychology/Coaching
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Thad Gilliam
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.
CRS (Client Relationship Summary) - RIA
Click below to view Thaddeus Josiah Gilliam'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®
Start date: 2011
Experience
Current
July 12, 2010 - Present
VERISAIL PARTNERS, LLC
Office #1: 5256 Peachtree Road Suite 170, Chamblee, GA 30341RIA
CRD#: 153751
CHAMBLEE, GA
Past
March 19, 2008 - April 26, 2010
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
STONE MOUNTAIN, GA
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".
VERISAIL PARTNERS, LLC
SCOTT VOIGT | VERITAS PLANNING GROUP, LLC | VERISAIL PARTNERS, LLC
CRD#: 153751 / SEC#: 801-113771
RIA
Registered Investment Advisory firm - (8/7/2018 Approved)Georgia
Registered Investment Advisory firm - (10/5/2018 Terminated)Texas
Registered Investment Advisory firm - (8/31/2018 Terminated)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
Georgia(8/5/2010)
IAR
Texas(7/12/2010)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VERISAIL PARTNERS, LLC
SCOTT VOIGT | VERITAS PLANNING GROUP, LLC | VERISAIL PARTNERS, LLC
CRD#: 153751 / SEC#: 801-113771
RIA
Registered Investment Advisory firm - (8/7/2018 Approved)Georgia
Registered Investment Advisory firm - (10/5/2018 Terminated)Texas
Registered Investment Advisory firm - (8/31/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5256 Peachtree Road Suite 170, Chamblee, GA 30341
Mailing Address
Phone number
(404) 220-7662
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 978 |
| AUM (Assets Under Management) | $ 251,111,000 |
Red Flags
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