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Thomas Joseph Williamson

Schwerin Boyle Capital Management, Inc.

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About Thomas Joseph Williamson

Thomas Williamson is an Investment Advisor Representative with Schwerin Boyle Capital Management, Inc. located in Springfield, MA. Thomas has been in the industry since 2014. Thomas is registered with the state of Massachusetts. Thomas has Series 63 and Series 65 licenses and the Series 7 and SIE exams. Thomas's previous employer was MFS FUND DISTRIBUTORS, INC. in Boston, MA.

Firm Information

Thomas Williamson is currently registered with Schwerin Boyle Capital Management, Inc.. Schwerin Boyle Capital Management, Inc. is an investment advisor registered with the SEC and located in Springfield, MA. They manage approximately $1,096,756,862 in assets for 184 clients. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. Their client base includes high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
Schwerin Boyle Capital Management, Inc.

ONE MONARCH PLACE, SUITE 700

SPRINGFIELD, MA 01144-0700

$1.10B

Assets Under Management

Not reported

Total Clients

4

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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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.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Thomas Williamson’s Registration & Firm History

MA

07/30/2024 - Present

Schwerin Boyle Capital Management, Inc. (SPRINGFIELD MA)

MA

09/16/2014 - 03/16/2018

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 07/29/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/28/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Joseph Williamson.
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