Thomas Judge
Thomas Judge is a ChFC-designated registered investment advisor at Century Business & Financial Services, based in Longboat Key, FL, with 33 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 64 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
595 Bay Isles Rd, Suite 120-J, Longboat Key, FL, 34228
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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 Activities
Thomas is involved in several business activities, including tax planning and preparation through TEJ Industries Inc and Judge Enterprises LLC, and serving as treasurer and part shareholder for Karpodinis Inc. He also owns Century Business & Financial Services, a tax accounting firm and DBA for investments, and serves as a director/treasurer for Portobello Owners Association Inc.
Employment History
Current Registrations
Century Business & Financial Services
Previous Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
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.