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Thomas Brett

Capstone Partners

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About Thomas Brett

Thomas Brett is a registered representative with Capstone Partners. Thomas has been in the industry for 20 years, holds a Series 79TO and SIE licenses and is active in the BrokerCheck database. Thomas is located in the Boston office of Capstone Partners.

Firm Information

Thomas Brett is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

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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Thomas Brett’s Registration & Firm History

MA

11/21/2022 - Present

Capstone Partners (BOSTON MA)

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Licenses & Designations

BC

Issued 11/21/2022

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2022

Series 79TO - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Brett.
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