Thomas Palumbo is a ChFC-designated registered investment advisor, based in Woodbury, NY, with 34 years of industry experience.
Location
125 Froehlich Farm Blvd., Woodbury, NY, 11797
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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 officer at Diefendorf Planning Services, LTD and 3D Wealth Insurance Services, LLC, and President/Officer at 772nd Palumbo Group LLC, selling fixed insurance products, group major medical, and LTC. He is also an advisor at Consolidated Portfolio Review Corp and Retirement Planning & Administration, and President of 4 Anchorage Lane Owners, Inc, spending nearly full-time as an advisor and minimal time on the other activities.
Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
Consolidated Portfolio Review CORP
Previous Registrations
3d Wealth RIA, LLC
Structured Capital Designs, INC.
Consolidated Portfolio Review CORP
Sterling Monroe Securities, LLCBroker
1717 Capital Management CompanyBroker
State Registrations14 states
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