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Thomas Alan Gilloran

Williams Jones Wealth Management, LLC

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About Thomas Alan Gilloran

Thomas Gilloran is an investment advisor representative at Williams Jones Wealth Management, LLC. Thomas has been in the industry since June 2011 and has experience with several firms including First Manhattan Co. and Jefferies LLC. Thomas is registered in New York. Thomas specializes in working with high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses and individuals other than high-net-worth.

Firm Information

Thomas Gilloran is currently registered with Williams Jones Wealth Management, LLC. Williams Jones Wealth Management, LLC is a wealth management firm headquartered in New York, NY. They provide a range of services including financial planning, portfolio management for businesses and individuals, and pooled investment vehicles. They also offer other services including credit and cash management solutions, and insurance solutions. The firm manages over $10 billion in assets for a variety of clients including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals. They are registered with the SEC and have a team of 19 investment adviser representatives.
Williams Jones Wealth Management, LLC

717 FIFTH AVENUE

NEW YORK, NY 10022

$10.57B

Assets Under Management

Not reported

Total Clients

19

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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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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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

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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Thomas Gilloran’s Registration & Firm History

NY

05/09/2021 - Present

Williams Jones Wealth Management, LLC (NEW YORK NY)

NY

09/09/2015 - 06/21/2019

FIRST MANHATTAN CO (NEW YORK NY)

NY

08/03/2011 - 08/14/2015

JEFFERIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/22/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2012

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/05/2011

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 08/02/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Alan Gilloran.
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