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Andrew Joseph Thom

Osaic FS, Inc.

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About Andrew Joseph Thom

Andrew Thom is an investment advisor representative who has been in the industry since May 2012. Currently, Andrew works with Osaic FS, Inc. in RADNOR, Pennsylvania. He has experience with firms such as METLIFE SECURITIES INC. and VANGUARD MARKETING CORPORATION.

Firm Information

Andrew Thom is currently registered with Osaic FS, Inc.. Osaic FS, Inc. is a Corporation that was formed on January 21, 1969. The firm is headquartered in FORT WAYNE, IN, United States. Osaic FS, Inc. is a registered investment advisor with the SEC and in 53 states. The firm has approximately 655 registered representatives and 371 investment advisor representatives. The firm manages approximately $4,483,164,358 in assets, including $1,240,351,270 in discretionary assets. The firm offers a variety of investment advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm's client base includes individuals, corporations, and retirement plans.
Osaic FS, Inc.

1301 SOUTH HARRISON STREET

FORT WAYNE, IN 46802

$4.48B

Assets Under Management

300

Total Clients

311

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan consulting services provided on limited basis.

Retirement plan consulting services provided on limited basis.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Thom’s Registration & Firm History

PA

01/29/2021 - Present

Osaic FS, Inc. (RADNOR PA)

NJ

02/26/2015 - 10/12/2015

METLIFE SECURITIES INC. (MOORESTOWN NJ)

PA

04/20/2012 - 01/14/2015

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 11/13/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/09/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2018

Series 7 - General Securities Representative Examination

BC

Issued 04/19/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Joseph Thom.
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