Thomas Jon Crisman
Professional Summary
Thomas Jon Crisman, who also goes by Tom Crisman, was a registered financial advisor. Thomas was a previously registered financial professional and started their career in finance 1978 - 2018. Thomas had worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 1 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Tom Crisman
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
48 years in the financial services industry
Current & Past Employments
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Current Firm
ADAGIO CAPITAL ADVISORS, INC. | SAIGON FINANCIAL GROUP LLC | REYNOLDS FINANCIAL GROUP (CRD 160228). | FINANCIAL BENEFITS ALLIANCE, INC. | FBA WEALTH MANAGMENT, LLC | FBA WEALTH MANAGEMENT, LLC | ADVANCED PLANNING CONCEPTS, LLC
Contact Information
Main Address
Irwin, PAPhone Number
(724) 863-5043# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
537AUM (Assets Under Management)
$25,008,714Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Apr 1978Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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