Thomas Biadas
Thomas Biadas is a registered investment advisor at Kestra Advisory Services, LLC, based in Grafton, OH, with 38 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
17760 Vermont st, Grafton, OH, 44044
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
February 2006Customer Dispute
March 2005Other Business Activities
Thomas is an investment advisor with Kestra Advisory Services, dedicating about 10-20% of his time to fiduciary duties and client portfolio management. He also works nearly full-time as an advisor with White Pines Wealth Management, recommending and maintaining investment portfolios.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
First Cleveland Investments, INC.Broker
Kettler & CompanyBroker
American Pacific Securities CorporationBroker
State Registrations3 states
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.