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Thomas Ian Shollar

Performance Trust Capital Partners, LLC

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About Thomas Ian Shollar

Thomas Ian Shollar is an investment professional with over 14 years of experience in the financial services industry. Thomas is currently a registered representative and investment advisor representative with Performance Trust Capital Partners, LLC. Prior to joining Performance Trust, Thomas worked at Cantor Fitzgerald & Co., Odeon Capital Group LLC, and Morgan Stanley DW Inc.

Firm Information

Thomas Shollar is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

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 Shollar’s Registration & Firm History

TN

08/14/2018 - Present

Performance Trust Capital Partners, LLC (Nashville TN)

NY

09/27/2010 - 05/11/2018

CANTOR FITZGERALD & CO. (NEW YORK NY)

NY

08/24/2009 - 09/24/2010

ODEON CAPITAL GROUP LLC (NEW YORK NY)

NY

09/30/2005 - 08/09/2006

MORGAN STANLEY DW INC. (ALBANY NY)

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Licenses & Designations

BC

Issued 07/30/2009

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 12/09/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2009

Series 7 - General Securities Representative Examination

BC

Issued 11/11/2005

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Thomas Ian Shollar.
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