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Thomas Adam Fisher

Fisher Financial Strategies

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About Thomas Adam Fisher

Thomas Adam Fisher is an Investment Advisor Representative with Fisher Financial Strategies. Thomas has been in the industry since October 2005. Thomas earned his Series 65 license by passing the Uniform Investment Adviser Law Examination in 2005. Fisher Financial Strategies is an independent firm with 37 clients. The firm provides financial planning, educational seminars, and selection of other advisors. Fisher Financial Strategies does not offer other advisory services such as security ratings, pension consulting, market timing services, publication of periodicals, or portfolio management.

Firm Information

Thomas Fisher is currently registered with Fisher Financial Strategies. Fisher Financial Strategies is an investment advisor firm specializing in financial planning and selection of other advisors. They also offer educational seminars and cater to both high net worth and individual clients.

Not reported

Assets Under Management

37

Total Clients

1

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.

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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Thomas Fisher’s Registration & Firm History

MA

04/22/2021 - Present

Fisher Financial Strategies (CAMBRIDGE MA)

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Licenses & Designations

IA

Issued 11/30/2005

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Adam Fisher.
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