Thomas P. Campbell

CSI GROUP ADVISORS

WALL TOWNSHIP, NJ 07727

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CRD#: 7350503

Professional summary

Thomas Patrick Campbell is a registered financial advisor currently at CSI GROUP ADVISORS, LLC located in Wall Township, New Jersey and LPL FINANCIAL LLC located in Wall Township, New Jersey.

Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Thomas has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

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 Patrick Campbell'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

November 18, 2025 - Present

CSI GROUP ADVISORS, LLC

Office #1: 1599 Nj-34 Suite 2, Wall Township, NJ 07727

RIA

CRD#: 338012

WALL TOWNSHIP, NJ

Current

July 10, 2025 - Present

LPL FINANCIAL LLC

Office #1: 1599 Highway 34 Ste 2, Wall Township, NJ 07727

RIA

CRD#: 6413

WALL TOWNSHIP, NJ

Past

July 10, 2025 - June 18, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

LITTLE SILVER, NJ

Past

November 24, 2021 - July 10, 2025

CADARET, GRANT & CO., INC.

RIA

CRD#: 10641

Little Silver, NJ

Past

November 24, 2021 - July 10, 2025

CADARET, GRANT & CO., INC.

CRD#: 10641

Little Silver, NJ

Past

May 21, 2021 - December 1, 2021

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

WALL, NJ

Past

April 6, 2021 - December 1, 2021

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

WALL, NJ

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(7/10/2025)

California
(7/10/2025)

Connecticut
(3/14/2026)

Florida
(7/10/2025)

Georgia
(7/10/2025)

Illinois
(7/10/2025)

Kentucky
(2/14/2026)

New Jersey
(7/10/2025)

IAR

New Jersey
(11/18/2025)

New York
(7/10/2025)

North Carolina
(7/10/2025)

Ohio
(7/10/2025)

Oklahoma
(7/10/2025)

Texas
(7/10/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/4/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/6/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/5/2021

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

CSI GROUP ADVISORS, LLC

CRD#: 338012 / SEC#: 801-134411

RIA

Registered Investment Advisory firm - (9/30/2025 120-Day Approval)

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Contact information

Main Address

1599 Nj-34 Suite 2, Wall Township, NJ 07727

Mailing Address

Phone number

(732) 224-3990

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE (1/5/2026)

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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Thomas P. Campbell

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Patrick Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CSI GROUP ADVISORS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CADARET, GRANT & CO., INC.

CADARET, GRANT & CO., INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/4/2021

Series 7TO

Date: 4/6/2021

SIE

Date: 3/5/2021

FINRA

Current Firm

CSI GROUP ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

CSI GROUP ADVISORS, LLC

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