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Thomas Edward Anderson

Sunstreet Securities, LLC

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About Thomas Edward Anderson

Thomas Anderson is a licensed investment advisor with over 40 years of experience in the financial services industry. Currently, Thomas is affiliated with Sunstreet Securities, LLC. Thomas has been a Registered Representative and Investment Advisor Representative since 1978 and has held positions with a variety of firms across the United States. Thomas has a strong track record of providing financial planning and portfolio management services for individuals and families. He is committed to helping clients achieve their financial goals and provides comprehensive services that meet their unique needs. Thomas holds Series 1, Series 6TO and SIE securities licenses.

Firm Information

Thomas Anderson is currently registered with Sunstreet Securities, LLC. Sunstreet Securities, LLC is a Limited Liability Company formed in January 2006. Headquartered in [Main Office Address], the firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Sunstreet Securities, LLC is registered with the SEC and in 38 states.

$5.70M

Assets Under Management

51

Total Clients

17

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 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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Referral fees from tpas

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Thomas Anderson’s Registration & Firm History

AZ

01/03/2008 - Present

Sunstreet Securities, LLC (AVONDALE AZ)

GA

10/12/2005 - 12/31/2007

WELLSTONE SECURITIES, LLC (CUMMING GA)

GA

02/03/2003 - 09/06/2005

DUNWOODY BROKERAGE SERVICES, INC. (ATLANTA GA)

MN

11/28/2000 - 01/28/2003

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

MN

09/16/1991 - 12/05/2000

FORTIS INVESTORS, INC. (OAKDALE MN)

IN

08/11/1981 - 09/11/1991

CHUBB SECURITIES CORPORATION (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Edward Anderson.
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