Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas J. Kelly is a financial professional with over 28 years of experience in the financial services industry. Thomas has a comprehensive understanding of various investment products and strategies, having held positions with firms such as Lehman Brothers, TIAA-CREF, AXA Advisors, VALIC Financial Advisors, American Portfolios Financial Services, and Park Avenue Securities. He is currently an Investment Advisor Representative for Vanderbilt Advisory Services. Thomas is dedicated to providing personalized financial advice and customized portfolio management services to individuals, families, corporations, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
04/23/2024 - Present
Vanderbilt Advisory Services (WOODBURY NY)
NY
04/13/2018 - 07/11/2023
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/15/2015 - 04/18/2016
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
04/02/2014 - 03/26/2015
VALIC FINANCIAL ADVISORS, INC. (LATHAM NY)
NY
09/23/2011 - 03/04/2014
AXA ADVISORS, LLC (WOODBURY NY)
NY
06/04/1993 - 09/17/2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MELVILLE NY)
NY
03/04/1992 - 12/22/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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