TC
TC

Thomas Cademartori

17 Years of Experience
Boston, MA
Broker

Thomas Cademartori is a registered investment advisor at Bny Mellon Securities Corporation, based in Boston, MA, with 17 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,823 clients with $7.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
66 advisors
Number of Clients
3,823 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$7.1B

Fee Structure

BNY Mellon Securities Corporation (BNYSC) does not directly charge fees to individual clients. Instead, BNYSC receives a portion of the wrap fee that the client pays to the Program Sponsor. This portion typically ranges from 0.00% to 0.50% annually, depending on the Program Sponsor, the type of account, the level of support provided by BNYSC, and the size of the client’s assets in the specific investment strategy.

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Location

One Boston Place, 201 Washington Street, Boston, MA, 02108-4408

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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 an employee of BNY Mellon, discussing investment management, trust and estate planning, banking, credit and lending services. He also serves as a trustee at Fossier Family Trust, dedicating minimal time to this role.

Employment History
Current Registrations
Bny Mellon Securities Corporation
August 2021 - Present · 4 yrs 9 mos
Bny Mellon Securities Corporation
November 2020 - Present · 5 yrs 6 mos
Bny Mellon Securities CorporationBroker
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Mbsc Securities CorporationBroker
May 2014 - January 2015 · 8 mos
Calais Wealth Management LLC
May 2012 - March 2014 · 1 yr 10 mos
J.P. Morgan Institutional Investments INC.Broker
April 2011 - May 2012 · 1 yr 1 mo
J.P. Morgan Securities LLCBroker
August 2009 - March 2011 · 1 yr 7 mos
J.P. Morgan Securities LLC
August 2009 - March 2011 · 1 yr 7 mos
Sanford C. Bernstein & CO., LLCBroker
May 2004 - July 2009 · 5 yrs 2 mos
Alliancebernstein L.P.
March 2004 - July 2009 · 5 yrs 4 mos
Placemark Investments, INC.
April 2002 - December 2003 · 1 yr 8 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.