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Thomas Sneed

Advanced Portfolio Strategies

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About Thomas Sneed

Thomas Sneed is an investment advisor representative who is currently registered with Advanced Portfolio Strategies. Thomas has been in the industry since 12/9/1993 and has a Series 7 license. Thomas is a CPA and provides tax advisory services. Thomas has a long history in the financial services industry. In addition to working with Advanced Portfolio Strategies, Thomas has also worked with firms such as TRADITION (GOVERNMENT SECURITIES) INC., WICKLOW ADVISORS, INC and APS Management Group, Inc.

Firm Information

Thomas Sneed is currently registered with Advanced Portfolio Strategies. Advanced Portfolio Strategies is an investment advisory firm based in Torrance, CA. The firm manages over $127 million in assets for individuals, corporations, and pension plans. Services include financial planning, pension consulting, educational seminars, and portfolio management. They are registered with the SEC and have a total of 4 licensed agents and 4 investment adviser representatives.
Advanced Portfolio Strategies

3625 DEL AMO BLVD

TORRANCE, CA 90503

$127.75M

Assets Under Management

Not reported

Total Clients

7

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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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 Sneed’s Registration & Firm History

CA

12/13/2021 - Present

Advanced Portfolio Strategies (TORRANCE CA)

NA

12/09/1993 - 08/09/1994

TRADITION (GOVERNMENT SECURITIES) INC.

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Licenses & Designations

BC

Issued 12/08/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Sneed.
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