Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Farrell is a Registered Investment Advisor Representative associated with Knights Of Columbus Asset Advisors LLC, based in Holtsville, NY. Thomas has been in the industry since at least 2014 and is currently registered in New York. His experience includes roles at various financial institutions, such as Knights of Columbus, 20/20 Finacial Solutions, Inc., and Forest Hills Financial Group. His specialties include investment management for individuals, pooled investment vehicles, corporations, and investment companies. He also provides pension consulting and selection of other advisors services.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
04/19/2024 - Present
Knights OF Columbus Asset Advisors LLC (Holtsville NY)
IA
Issued 08/13/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Thomas Farrell is the right advisor for you? Invested Better is here to help.
