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Thomas Nmn Prudente

Money Management Concepts Inc.

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About Thomas Nmn Prudente

Thomas Prudente is an investment advisor representative registered with Money Management Concepts Inc.. Thomas has been in the industry since 1989. Thomas is also registered with the following states: Florida and Texas. Thomas has been with Money Management Concepts Inc. since April 2006. Money Management Concepts Inc. has a total of 2 investment advisor representatives.

Firm Information

Thomas Prudente is currently registered with Money Management Concepts Inc.. Money Management Concepts Inc. is an investment advisor located in Melbourne, FL. The firm provides portfolio management services to individuals and high-net-worth individuals. As of their most recent regulatory filing, the firm managed $117,029,681 in regulatory assets under management.
Money Management Concepts Inc.

6767 N. WICKHAM ROAD

MELBOURNE, FL 32940

$117.03M

Assets Under Management

Not reported

Total Clients

2

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 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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Thomas Prudente’s Registration & Firm History

FL

04/28/2022 - Present

Money Management Concepts Inc. (MELBOURNE FL)

FL

06/06/2006 - 03/29/2010

M HOLDINGS SECURITIES, INC. (MELBOURNE FL)

NE

05/06/2005 - 06/24/2005

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

TX

03/16/1993 - 08/11/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

09/18/1992 - 11/12/1992

NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)

NJ

07/06/1989 - 05/28/1992

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

07/06/1989 - 05/28/1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

NA

10/19/1988 - 02/28/1989

POWER SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 01/09/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/21/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/1994

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/15/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Nmn Prudente.
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