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Thomas Anthony Piro

Osborne Partners

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About Thomas Anthony Piro

Thomas Piro is a Certified Financial Planner with over 8 years of experience in the financial services industry. Thomas has a strong background in providing financial planning and investment management services to individuals, families, and institutions. Thomas currently works at Osborne Partners, a wealth management firm based in San Francisco. Thomas has a diverse client base including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Prior to joining Osborne Partners, Thomas worked at Wells Fargo Advisors, LLC. Thomas is registered with the state of California, Pennsylvania and Texas as an Investment Advisor Representative.

Firm Information

Thomas Piro is currently registered with Osborne Partners. Osborne Partners is an investment advisor registered with the SEC, with approximately $2.17 billion in regulatory assets under management. Based in San Francisco, California, the firm serves a variety of clients, including high-net-worth individuals, charitable organizations, other investment advisors, and corporations. Their services include financial planning, portfolio management, and selection of other advisors.
Osborne Partners

ONE EMBARCADERO CENTER

SAN FRANCISCO, CA 94111

$2.17B

Assets Under Management

Not reported

Total Clients

10

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Thomas Piro’s Registration & Firm History

CA

11/23/2022 - Present

Osborne Partners (SAN FRANCISCO CA)

CA

03/12/2014 - 03/18/2015

WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 04/04/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/18/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Anthony Piro.
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