Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McHale is an investment advisor representative with Gritstone Asset Management LLC located in Bethesda, Maryland. Thomas McHale has been in the industry since at least 2017. Thomas McHale holds a Series 65 license. Thomas McHale also passed the Securities Industry Essentials Examination. Thomas McHale has previously worked at Ares Management LP and American Capital, LTD. Gritstone Asset Management LLC provides investment advice to charitable organizations, pooled investment vehicles and other investment advisers.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MD
01/02/2019 - Present
Gritstone Asset Management LLC (BETHESDA MD)
IA
Issued 07/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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