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TG
CFP · ChFC
TG
CFP · ChFC

Thomas Graybill

Ameriprise Financial Services, LLC
34 Years of Experience
Exton, PA
Broker
View SEC Summary
View SEC Summary

Thomas Graybill is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Exton, PA, with 34 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

314 Exton Comns, Exton, PA, 19341

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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 Activities

Thomas is the Secretary on the Board of Directors for Graybill, dedicating minimal time. He also formed TMG LLC to own and lease real estate properties, spending minimal time on this investment-related activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2003 - Present · 23 yrs 3 mos
Ameriprise Financial Services, LLC
September 1992 - Present · 34 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 1992 - Present · 34 yrs 1 mo
Previous Registrations
American Express Financial Advisors, INC.
January 1998 - June 2002 · 4 yrs 5 mos
Ids Life Insurance CompanyBroker
September 1992 - July 2006 · 13 yrs 10 mos
State Registrations27 states
AZCACOCTDCDEFLGAILMAMDMIMNNCNJNYOHORPARISCTNTXUTVAWAWV
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.
More Advisors
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