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Thomas Wilson

23 Years of Experience
Melbourne, FL
1 DisclosureBrokerSells Insurance

Thomas Wilson is a registered investment advisor at Cetera Investment Advisers LLC, based in Melbourne, FL, with 23 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

6767 N Wickham Road, Suite 400FF, Melbourne, FL, 32940

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History

Regulatory History (1)
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Customer Dispute
November 2008
Settled
Other Business ActivitiesSells Insurance

Thomas sells life, disability, fixed annuities, and long-term care insurance as an insurance agent, spending a few hours per week. He also works full-time as a financial professional through Totus Wealth Management and Suntree Financial Services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 3 mos
Cetera Advisors LLCBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
December 2021 - March 2024 · 2 yrs 3 mos
MML Investors Services, LLCBroker
March 2017 - November 2021 · 4 yrs 8 mos
MML Investors Services, LLC
March 2017 - November 2021 · 4 yrs 8 mos
Msi Financial Services, INC.
April 2009 - March 2017 · 7 yrs 11 mos
Msi Financial Services, INC.Broker
November 2002 - March 2017 · 14 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
November 2002 - July 2007 · 4 yrs 8 mos
State Registrations2 states
FLNY
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 Wilson - Financial Advisor | TrueAdvisor