Thomas Scorcia is a registered investment advisor, based in Marlton, NJ, with 6 years of industry experience.
Location
901 Lincoln Drive West, Suite 120, Marlton, NJ, 08053
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas engages in investment-related activities through Workplace Financial Advisors and sells insurance products, including fixed index annuities and term life, through various insurance companies. Insurance sales take about 10-20% of Thomas's time.
Employment History
Current Registrations
Saxony Securities, INC.Broker
Saxony Capital Management, LLC
Previous Registrations
Brookstone Capital Management LLC
Trinity Wealth Securities, L.L.C.Broker
Florida Financial Advisors, INC.
Trinity Wealth Securities, L.L.C.Broker
State Registrations7 states
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.