Thomas H. Aylmer

CEDARMILL FINANCIAL

Chesterfield, MO

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CRD#: 7722403

Professional summary

Thomas Howes Huckins Aylmer, who also goes by Thomas Aylmer, is a registered financial advisor currently at CEDARMILL FINANCIAL located in Chesterfield, Missouri.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Thomas has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thomas Aylmer

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.

1) Fresh Start Mobile Auto Detail - not investment-related - Chesterfield, MO - automobile detailing service - Owner - 03/2021 - 80 - 60. 2) Cedarmill Ventures - not investment-related - Chesterfield, MO - d/b/a of Thomas Aylmer providing consulting to businesses - Owner - 12/2021 - 2 - 2. 3) Mr. Aylmer holds the Certified Public Accountant designation, but does not provide financial statement attestation, accounting, or tax preparation services. Mr. Aylmer will spend approximately 10% of his time providing financial advisory services (such as financial planning & analysis, and tax strategy services) to small businesses through Cedarmill Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Howes Huckins Aylmer'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

January 2, 2024 - Present

CEDARMILL FINANCIAL

RIA

CRD#: 326357

Chesterfield, MO

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

Missouri
(1/2/2024)

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: 3/17/2023

Uniform Investment Adviser Law Examination

Current Firm

CEDARMILL FINANCIAL

CEDARMILL FINANCIAL | CEDARMILL FINANCIAL LLC

CRD#: 326357 / SEC#:

Missouri

Registered Investment Advisory firm - (1/2/2024 Approved)

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Contact information

Main Address

Chesterfield, MO

Mailing Address

Phone number

(314) 254-1586

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 H. Aylmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Howes Huckins Aylmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CEDARMILL FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2023

Current Firm

CEDARMILL FINANCIAL

Contact information

Documents

Red Flags

Company Information

CEDARMILL FINANCIAL

TRUST BUT VERIFY

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