TS
TS

Thomas Sibley

33 Years of Experience
Austin, TX
BrokerSells Insurance

Thomas Sibley is a registered investment advisor at Park Avenue Securities LLC, based in Austin, TX, with 33 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

9442 Capital of Tx Hwy N, Suite 680, Austin, TX, 78759

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Thomas is an independent insurance agent representing various insurance and annuity carriers since 1977, dedicating about a quarter of his time outside of business hours. He also moderates an insurance class at Huston-Tillotson University, spending minimal time on business-related tasks.

Employment History
Current Registrations
Park Avenue Securities LLC
February 2012 - Present · 14 yrs 3 mos
Park Avenue Securities LLCBroker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
New England Securities Corporation
November 2005 - December 2011 · 6 yrs 1 mo
New England SecuritiesBroker
August 2001 - December 2011 · 10 yrs 4 mos
Signator Investors, INC.Broker
November 1998 - August 2001 · 2 yrs 9 mos
Jefferson Pilot Securities CorporationBroker
October 1997 - October 1998 · 1 yr
Jefferson-Pilot Investor Services, INC.Broker
December 1996 - October 1997 · 10 mos
Fortis Investors, INC.Broker
January 1994 - October 1996 · 2 yrs 9 mos
Fortis Investors, INC.Broker
July 1992 - December 1993 · 1 yr 5 mos
State Registrations2 states
GATX
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.