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TS

Thomer C. Schapira

WELLESLEY HILLS SECURITIES
NEWTON, MA 02459
Some features on this profile are disabled
CRD#: 7375507
TS

Professional summary

Thomer Collin Schapira, who also goes by Tom Colin Schapira, Tom Schapira, is a registered financial professional currently at WELLESLEY HILLS SECURITIES located in Newton, Massachusetts.

Thomer is registered as a RR (Registered Representative) and started their career in finance in 2021. Thomer has worked at 2 firms and has passed the Series 63, Series 82TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Tom Colin Schapira | Tom Schapira

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) - BD

Click below to view Thomer Collin Schapira'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

March 1, 2024 - Present

WELLESLEY HILLS SECURITIES

Office #1: 1087 Beacon Street Suite 303, Newton, MA 02459
BD
CRD#: 315364
NEWTON, MA
Past

July 26, 2021 - February 21, 2024

REGIMENT SECURITIES, LLC.

BD
CRD#: 311302
Chicago, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
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

RR
California
(2/10/2025)
RR
Connecticut
(1/3/2025)
RR
Florida
(11/19/2024)
RR
Georgia
(1/3/2025)
RR
Illinois
(8/21/2024)
RR
Massachusetts
(3/1/2024)
RR
New Jersey
(11/19/2024)
RR
New York
(11/19/2024)
RR
Texas
(11/19/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 5/14/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 7/24/2021
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 9/22/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

WH
WELLESLEY HILLS SECURITIES
WELLESLEY HILLS SECURITIES | WELLESLEY HILLS SECURITIES, LLC

CRD#: 315364 / SEC#: , 8-70742

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
1087 Beacon Street Suite 303, Newton, MA 02459
Mailing Address
1087 Beacon Street Suite 204, Newton, MA 02459
Phone number
(617) 465-2425
Established
Massachusetts since 08/09/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
HARK, ADAM TODDOWNER7225011
FLYNN, PETER FRANCISCHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/MANAGER2655124

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

WELLESLEY HILLS SECURITIES

CRD#: 315364Newton, MA 02459

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