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Thomas Stephen Quealy

TFG Financial Advisors, LLC

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About Thomas Stephen Quealy

Thomas Stephen Quealy, a financial advisor with TFG Financial Advisors, LLC, has extensive experience in the financial services industry. With a focus on financial planning and portfolio management, Thomas Quealy serves a diverse client base, including high-net-worth individuals, corporations, and pooled investment vehicles. Thomas Quealy's dedication to providing personalized financial guidance and wealth management solutions ensures that each client's individual needs are met with a tailored approach.

Firm Information

Thomas Quealy is currently registered with TFG Financial Advisors, LLC. TFG Financial Advisors, LLC is an investment advisor located in North Palm Beach, Florida. They specialize in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They manage approximately $111,899,107 in assets for 583 clients.
TFG Financial Advisors, LLC

772 US HIGHWAY ONE

NORTH PALM BEACH, FL 33408

$111.90M

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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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 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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other

Third party referral fees

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Thomas Quealy’s Registration & Firm History

FL

01/31/2025 - Present

TFG Financial Advisors, LLC (NORTH PALM BEACH FL)

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Licenses & Designations

IA

Issued 11/29/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/23/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/26/1991

Series 24 - General Securities Principal Examination

BC

Issued 10/11/1993

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Stephen Quealy.
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