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Calvin Thomas

Blacktower Financial Management (us) LLC

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About Calvin Thomas

Calvin Thomas is an Investment Advisor Representative associated with Blacktower Financial Management (US) LLC. Calvin is registered with the state of New York and has a Series 65 license. Calvin has been in the industry since 2007. Calvin's experience includes roles with Blacktower Financial Group, Blacktower Financial Management (US) LLC, Valais Wealth Management, Abbey Wealth - AWM Advisers, Abbey Wealth - AFS Europe Alliance, and Career Break.

Firm Information

Calvin Thomas is currently registered with Blacktower Financial Management (us) LLC. Blacktower Financial Management (US) LLC is an investment advisory firm based in Orlando, Florida. With over 30 years of experience, Blacktower specializes in providing comprehensive financial planning and portfolio management services to individuals and businesses. They offer a personalized approach to investment management, tailoring their services to meet the specific needs of each client. Blacktower has a dedicated team of advisors with a wide range of expertise and experience, ensuring that clients receive professional guidance and support. They have a strong track record of success, managing over $183 million in assets for their clients.
Blacktower Financial Management (us) LLC

4700 MILLENIA BOULEVARD

ORLANDO, FL 32839

$183.24M

Assets Under Management

1

Total Clients

23

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

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

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percentage of assets

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

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other

Percentage of retirement plan assets

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Calvin Thomas’s Registration & Firm History

NY

08/08/2023 - Present

Blacktower Financial Management (us) LLC (New York NY)

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Licenses & Designations

IA

Issued 03/16/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Calvin Thomas.
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