Thomas Reading is a registered investment advisor at Courier Capital, LLC, based in Pittsburgh, PA, with 23 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 2,212 clients with $3.6B 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 | 1.50% |
Annual fees range from 0% to 1.50% based on the amount and types of assets managed, number of accounts, and strategy selected. Fees are negotiable.
Fee Estimator
Location
1350 Old Freeport Rd. #2BF, Pittsburgh, PA, 15238
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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 a director of Win-Sum Ski Corp, a year-round resort in Ellicottville, NY, since 1999. He spends minimal time on this activity, possibly even less during securities trading hours.
Employment History
Current Registrations
Courier Capital, LLC
Previous Registrations
Hnp Capital LLC
PNC Investments
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 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.
Exams
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