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Bernard Michael Kroll

Thompson Siegel & Walmsley LLC

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About Bernard Michael Kroll

Bernard Michael Kroll is an investment advisor representative currently registered with Thompson Siegel & Walmsley LLC. Bernard has been in the industry for several years. Bernard has held several past positions with firms such as Spire Securities, LLC and Wells Fargo Clearing Services, LLC. Bernard is a registered investment advisor in Virginia. Bernard has passed Series 6, Series 7 and Series 66 exams. Bernard specializes in Investment Company Products/Variable Contracts, General Securities, Uniform Combined State Law, and Retirement plans.

Firm Information

Bernard Kroll is currently registered with Thompson Siegel & Walmsley LLC. Thompson Siegel & Walmsley LLC is an investment advisor headquartered in RICHMOND, VA. The firm manages approximately $20.81 billion in assets for a variety of clients, including individuals, corporations, investment companies, pension plans, and charitable organizations. The firm offers portfolio management services for both discretionary and non-discretionary accounts. They also provide investment advisory services, including unified managed accounts, selection of other advisors, and portfolio management for businesses.
Thompson Siegel & Walmsley LLC

6641 WEST BROAD STREET

RICHMOND, VA 23230

$20.81B

Assets Under Management

Not reported

Total Clients

17

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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unified managed accounts

Unified managed accounts

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Bernard Kroll’s Registration & Firm History

VA

07/23/2024 - Present

Thompson Siegel & Walmsley LLC (RICHMOND VA)

VA

10/14/2022 - 07/22/2024

SPIRE SECURITIES, LLC (Richmond VA)

VA

10/26/2017 - 10/27/2022

WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)

VA

02/13/2017 - 05/16/2017

MML INVESTORS SERVICES, LLC (GLEN ALLEN VA)

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Licenses & Designations

BOTH

Issued 12/12/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2017

Series 7 - General Securities Representative Examination

BC

Issued 02/13/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bernard Michael Kroll.
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