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Thomas David Tesar

Rubinbrown Advisors LLC

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About Thomas David Tesar

Thomas Tesar is an investment advisor representative at Rubinbrown Advisors LLC, a firm with offices in St. Louis, Missouri. Thomas has been in the industry since 2006 and has passed the Series 7, Series 63, and Series 65 exams. Thomas specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations. Previously, Thomas worked at Rubinbrown Brokerage Services, L.L.C. and Cambridge Investment Research, Inc.

Firm Information

Thomas Tesar is currently registered with Rubinbrown Advisors LLC. RubinBrown Advisors LLC is an investment advisor based in St. Louis, MO. The firm provides financial planning, portfolio management for businesses and individuals, and other consulting services. They have a total of $3,093,242,655 in regulatory assets under management, of which $6,137,541 is discretionary. They primarily serve high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
Rubinbrown Advisors LLC

7676 FORSYTH BLVD.

ST. LOUIS, MO 63105

$3.09B

Assets Under Management

10

Total Clients

20

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.

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consulting

Consulting

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 Tesar’s Registration & Firm History

MO

06/08/2007 - Present

Rubinbrown Advisors LLC (ST. LOUIS MO)

MO

06/30/2006 - 02/18/2014

RUBINBROWN BROKERAGE SERVICES, L.L.C. (ST. LOUIS MO)

IA

01/05/2006 - 04/12/2006

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

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Licenses & Designations

BC

Issued 08/03/2007

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/01/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas David Tesar.
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