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Daisy Tom

Corporate Partners & Co. LLC

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About Daisy Tom

Daisy Tom is a financial professional registered with FINRA and the SEC. Daisy is currently employed by Corporate Partners & Co. LLC. Daisy Tom is a Series 27, Series 99TO, and SIE licensed individual. Daisy has been in the securities industry for over 10 years. Prior to her current role, Daisy Tom was associated with LORD ABBETT DISTRIBUTOR LLC in Jersey City, NJ.

Firm Information

Daisy Tom is currently registered with Corporate Partners & Co. LLC. Corporate Partners & Co. LLC is a Limited Liability Company formed in New York on May 22, 2013. The firm is registered with the Securities and Exchange Commission and the state of New York.

Not reported

Assets Under Management

Not reported

Total Clients

11

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.

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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Daisy Tom’s Registration & Firm History

NY

07/23/2024 - Present

Corporate Partners & Co. LLC (NEW YORK NY)

NJ

12/18/2012 - 06/26/2013

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 12/17/2012

Series 27 - Financial and Operations Principal Examination

BC

Issued 07/22/2024

Series 99TO - Operations Professional Examination

BC

Issued 07/15/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daisy Tom.
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