Thomas Colbert
Thomas Colbert is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Berlin, VT, with 39 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
963 Paine Turnpike, Unit 3-G, Berlin, VT, 05602
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is the president of Vista Insurance Agency, Inc. and Vista Financial Group, spending about a quarter of his time on administration and sales for each. He also works as an independent insurance agent and broker for life settlements, and is the secretary of a boat club.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Locust Street Securities, INC.
Locust Street Securities, INC.Broker
Washington Square Securities, INC.Broker
The Paul Revere Variable Annuity Insurance CompanyBroker
Transamerica Securities Sales CorporationBroker
Transamerica Financial Resources, INC.Broker
State Registrations48 states
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