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Thomas Langtry

31 Years of Experience
Hopewell Junction, NY
BrokerSells Insurance

Thomas Langtry is a registered investment advisor at Cetera Investment Advisers LLC, based in Hopewell Junction, NY, with 31 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Hopewell Junction, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Thomas is the president of TJL Retirement Solutions, a financial planning DBA, and also works as a sole proprietor for accounting and tax preparation. He also sells fixed insurance products, is on the finance committee for Four Corners HOA, and is a board member for Hampton Glen Homeowners Association.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2021 - Present · 5 yrs 3 mos
Cetera Financial Specialists LLC
April 2018 - Present · 8 yrs 3 mos
Cetera Financial Specialists LLCBroker
April 2018 - Present · 8 yrs 3 mos
Previous Registrations
Cetera Financial Specialists LLCBroker
October 2005 - March 2018 · 12 yrs 5 mos
C. J. M. Planning CORP.Broker
January 1998 - October 2005 · 7 yrs 9 mos
Royce Investment Group, INC.Broker
November 1994 - November 1997 · 3 yrs
State Registrations9 states
CTDEFLGAMAMENCNYPA
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.
Thomas Langtry - Financial Advisor | TrueAdvisor