TB
TB

Thomas Biddison

26 Years of Experience
Hunt Valley, MD
Sells Insurance

Thomas Biddison is a registered investment advisor at Outcome Driven Strategies, LLC, based in Hunt Valley, MD, with 26 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. Their firm serves 14 clients with $240M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
14 clients
Average Client Portfolio
$16.8M average
Assets Under Management
$235.2M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Outcome Driven Strategies (ODS) provides investment advice to other registered investment advisors, not directly to individual investors. Fees are negotiable and vary on a case-by-case basis.

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Location

211 Old Padonia Road, Hunt Valley, MD, 21030

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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 ActivitiesSells Insurance

Thomas is the owner and principal of Cornerstone Advisory, a registered investment advisor and insurance brokerage. He dedicates nearly full-time hours to this business.

Employment History
Current Registrations
Outcome Driven Strategies, LLC
February 2021 - Present · 5 yrs 3 mos
Cornerstone Advisory
February 2007 - Present · 19 yrs 3 mos
Previous Registrations
AXA Advisors, LLC
February 2000 - December 2012 · 12 yrs 10 mos
State Registrations3 states
LAMDTX
Advisor

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.
Thomas Biddison - Financial Advisor | TrueAdvisor