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TS

Thomas A. Skelley

TRILLIUM WEALTH
Downingtown, PA 19335
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CRD#: 6044938
TS
Thomas Avery SkelleyTRILLIUM WEALTH

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.

At a Glance

Always Fiduciary

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.
NAME OF BUSINESS: NSS properties LLC, Investment Related: yes, Start Date: 07/20/2015, Real Estate Rental properties at 255-257 West Uwchlan Ave, Downingtown, PA 19335, Apx 1 Hr/Mo; 0 Hours During Securities Trading NAME OF BUSINESS: Norwood Road LLC, Investment Related: no, Address: 255 West Uwchlan Ave, Downingtown, PA 19335, Nature: Real Estate Entity, Start Date: 11/2019 Title/Position: member, apx 1% of time, 0 Hours During Securities Trading NAME OF BUSINESS: 297 Uwclan LLC, Investment Related: yes, Address: 255 West Uwchlan Ave, Downingtown, PA 19335, Nature: payroll entity, Start Date: May 2020, Position/Title: sole member/owner, apx 90% of time, 0 Hours During Securities Trading NAME OF BUSINESS: Tom Skelley Rental Property, Investment Related: No, Nature: rental property, Start Date: May 2019, Position/Title: landlord, apx 1% of time, 0 Hours During Securities Trading

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

BD
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.

BD
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/7/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/5/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/5/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/11/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TW
TRILLIUM WEALTH LLC
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
13

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)
0

Red Flags

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

Company Information

TRILLIUM WEALTH LLC

CRD#: 341186Downingtown, PA 19335

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