Thomas A. Skelley

TRILLIUM WEALTH

Downingtown, PA 19335

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CRD#: 6044938

Professional summary

Thomas Avery Skelley is a registered financial advisor currently at TRILLIUM WEALTH LLC located in Downingtown, Pennsylvania.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Thomas has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Avery Skelley's CRS (Customer Relationship Summary).

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

TRILLIUM WEALTH LLC

Office #1: 255 West Uwchlan Ave., Downingtown, PA 19335

RIA

CRD#: 341186

Downingtown, PA

Past

July 9, 2021 - May 1, 2026

CWM, LLC

RIA

CRD#: 155344

Downingtown, PA

Past

February 9, 2018 - July 13, 2021

WEALTHCARE ADVISORY PARTNERS LLC

RIA

CRD#: 171976

Downington, PA

Past

January 22, 2014 - July 16, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

DOWNINGTOWN, PA

Past

January 22, 2014 - November 4, 2020

LPL FINANCIAL LLC

CRD#: 6413

DOWNINGTOWN, PA

Past

October 16, 2013 - January 16, 2014

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

DOWNINGTON, PA

Past

July 12, 2012 - January 16, 2014

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

DOWNINGTON, PA

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

Pennsylvania
(4/30/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/7/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/5/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/5/2018

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/11/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRILLIUM WEALTH LLC

CRD#: 341186 / SEC#: 801-135712

RIA

Registered Investment Advisory firm - (3/26/2026 120-Day Approval)

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Contact information

Main Address

230 S New York Ave Suite 200, Winter Park, FL 32789

Mailing Address

Phone number

(321) 295-8492

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRILLIUM WEALTH LLC ADV 2A (2/26/2026)

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.

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Advisor Monitoring

Firm Stability Insights

Thomas A. Skelley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Avery Skelley's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRILLIUM WEALTH LLC

CWM, LLC

WEALTHCARE ADVISORY PARTNERS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/2013

Series 63

Date: 9/5/2012

SIE

Date: 10/1/2018

Series 7

Date: 3/5/2018

Series 6

Date: 7/11/2012

Current Firm

TRILLIUM WEALTH LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

TRILLIUM WEALTH LLC

TRUST BUT VERIFY

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