TH
TH

Thomas Hussey

43 Years of Experience
Savannah, GA
1 DisclosureBroker

Thomas Hussey is a registered investment advisor at Raymond James & Associates, INC., based in Savannah, GA, with 43 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

530 Stephenson Avenue, Suite 100, Savannah, GA, 31405

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2008
Settled
Other Business Activities

Thomas is a passive investor in First Citizens LLC, a board member at First Citizen's Bank of Glenville, and assistant secretary at Hibernian Society. He is also a part owner of rental real estate on Tybee Island and a director for the GA Tech Savannah Advisory Board.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2008 - Present · 18 yrs 3 mos
Raymond James & Associates, INC.Broker
July 2008 - Present · 18 yrs 3 mos
Previous Registrations
Wachovia Securities, LLCBroker
January 2008 - August 2008 · 7 mos
Wachovia Securities, LLC
January 2008 - August 2008 · 7 mos
A. G. Edwards & Sons, INC.
September 2003 - January 2008 · 4 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
July 1990 - January 2008 · 17 yrs 6 mos
The Robinson-Humphrey Company INC.Broker
March 1983 - August 1990 · 7 yrs 5 mos
State Registrations23 states
ALAZCACODCDEFLGAILKSMIMSNCNYOHPASCSDTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors