Thomas Missett is a CFA-designated registered investment advisor, based in Newtown Square, PA, with 25 years of industry experience.
Location
3748 West Chester Pike, 2nd Floor, Newtown Square, PA, 19073
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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 an independent insurance agent since 2003, dedicating a few hours per week to this activity. He also works as an advisory representative of a Registered Investment Advisor (RIA) and as president/financial professional at Strategem Wealth Management, each taking nearly full-time hours.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
LPL Financial LLCBroker
Capital Analysts, IncorporatedBroker
Charles Schwab & CO., INC.Broker
Prudential Securities IncorporatedBroker
Thomson Investor Services INC.Broker
State Registrations13 states
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