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MS

Maggie Sayers

TENDFUL WEALTH PLANNING
ROME, NY
Some features on this profile are disabled
CRD#: 5984099
MS
Maggie SayersTENDFUL WEALTH PLANNING

Professional summary

Maggie Sayers, who also goes by Maggie Thomas, is a registered financial advisor currently at TENDFUL WEALTH PLANNING located in Rome, New York.

Maggie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Maggie has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Maggie Thomas

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maggie Sayers'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®
None

Experience

Current

April 30, 2026 - Present

TENDFUL WEALTH PLANNING

RIA
CRD#: 341332
ROME, NY
Past

December 22, 2025 - June 24, 2026

INVESTOR FAN

RIA
CRD#: 159301
Rome, 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
New York
(4/30/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/29/2025
Uniform Investment Adviser Law Examination

Current Firm

TW
TENDFUL WEALTH PLANNING
TENDFUL WEALTH PLANNING | TENDFUL WEALTH PLANNING LLC

CRD#: 341332 / SEC#:

New York
Registered Investment Advisory firm - (4/30/2026 Approved)
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Contact information

Main Address
326 Broad Street, Suite 131, Utica, NY 13501
Mailing Address
Phone number
(315) 886-2178
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

TENDFUL WEALTH PLANNING

CRD#: 341332Rome, NY

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