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Thomas Seago

9 Years of Experience
Spring, TX

Thomas Seago is a registered investment advisor at Sonnet, LLC, based in Spring, TX, with 9 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 260 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$117.5M
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Location

18935 I-45 North, Spring, TX, 77388

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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 Activities

Thomas works as a consultant for Revo Financial, assisting with trading, proposals, and performance reports. This takes about 10-20% of his time.

Employment History
Current Registrations
Sonnet, LLC
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Sonnet, LLC
February 2017 - December 2017 · 10 mos
State Registrations1 state
TX
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.