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Thomas Lee Seltzer

Arrow Wealth Advisors

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About Thomas Lee Seltzer

Thomas Seltzer is an investment advisor representative with Arrow Wealth Advisors. Thomas has been in the financial services industry since 1991. Prior to joining Arrow Wealth Advisors, Thomas was with LPL Financial LLC. Thomas is registered to offer advisory services in Texas. Thomas is a Series 6, 7, 63, and 66 licensed professional.

Firm Information

Thomas Seltzer is currently registered with Arrow Wealth Advisors. Arrow Wealth Advisors is a registered investment advisor located in New York, New York. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They have approximately $75,132,023 in assets under management.

$75.13M

Assets Under Management

18

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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Thomas Seltzer’s Registration & Firm History

CA

12/08/2017 - Present

Arrow Wealth Advisors (GRASS VALLEY CA)

TX

03/21/2011 - 12/07/2017

LPL FINANCIAL LLC (SAN ANTONIO TX)

TX

08/20/2002 - 03/22/2011

SUNSET FINANCIAL SERVICES, INC. (SAN ANTONIO TX)

TX

06/30/2000 - 07/31/2002

SWS FINANCIAL SERVICES (DALLAS TX)

MA

07/28/1999 - 06/30/2000

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

MN

08/15/1995 - 07/28/1999

FORTIS INVESTORS, INC. (OAKDALE MN)

NY

09/25/1991 - 08/15/1995

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/13/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/2000

Series 7 - General Securities Representative Examination

BC

Issued 09/23/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Lee Seltzer.
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