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Thomas Clyde Tavenner

Booster, LLC

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About Thomas Clyde Tavenner

Thomas Tavenner has been an active financial professional in the industry since 1997. Thomas is currently registered with Booster, LLC and has held previous registrations with Grove Point Investments, LLC, NYLIFE Securities LLC, Equity Services, Inc. and New England Securities. Thomas has a wide range of experience, offering services including financial planning, portfolio management for individuals, and pension consulting. Thomas is also registered as an Investment Adviser Representative.

Firm Information

Thomas Tavenner is currently registered with Booster, LLC. Booster, LLC is an investment advisor registered with the SEC. The firm manages approximately $239,784,662 in assets for 249 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Booster offers financial planning, pension consulting, educational seminars, and selection of other advisors.

$239.78M

Assets Under Management

5

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Tavenner’s Registration & Firm History

MD

12/05/2023 - Present

Booster, LLC (BALTIMORE MD)

MD

02/09/2007 - 12/02/2021

GROVE POINT INVESTMENTS, LLC (GAITHERSBURG MD)

MD

04/19/2006 - 02/27/2007

NYLIFE SECURITIES LLC (BETHESDA MD)

VT

03/11/2004 - 04/10/2006

EQUITY SERVICES, INC. (MONTPELIER VT)

NY

05/20/1997 - 03/03/2004

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/18/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Thomas Clyde Tavenner. Review regulatory record here.
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