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Bret Thomas Elam

Thrive Capital Management, LLC

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About Bret Thomas Elam

Bret Elam is a financial advisor registered with Thrive Capital Management, LLC. Bret has been in the financial services industry since 1999. Bret holds a Series 6, 7, and 63 licenses and has passed the Uniform Investment Adviser Law Examination. Bret is currently registered as an Investment Advisor Representative in New Jersey, Pennsylvania, and Texas. In addition to his work with Thrive Capital Management, Bret is the Vice President of Colony Pools Service of PA.

Firm Information

Bret Elam is currently registered with Thrive Capital Management, LLC. Thrive Capital Management, LLC is an investment advisor headquartered in FORT WASHINGTON, PA. The firm has 16 licensed agents and manages over $392,766,587 in regulatory assets. They provide financial planning, portfolio management for individuals, and educational seminars. They work with high-net-worth individuals and other individuals.
Thrive Capital Management, LLC

500 W OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034

$392.77M

Assets Under Management

Not reported

Total Clients

14

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 individuals

Personalized portfolio management to meet individual financial objectives.

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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Bret Elam’s Registration & Firm History

PA

12/06/2018 - Present

Thrive Capital Management, LLC (FORT WASHINGTON PA)

PA

02/02/2010 - 09/28/2010

QUESTAR CAPITAL CORPORATION (FORT WASHINGTON PA)

PA

03/11/2008 - 12/21/2009

SECURITIES AMERICA, INC. (FORT WASHINGTON PA)

MO

10/01/2000 - 12/18/2007

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

07/27/1999 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 02/06/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2005

Series 7 - General Securities Representative Examination

BC

Issued 07/26/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bret Thomas Elam.
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