Unclaimed Profile

Thomas Carl Myers

BORDEAUX WEALTH ADVISORS LLC·MENLO PARK, California

Series 7, Series 31, Series 63, Series 6523 years registeredBORDEAUX WEALTH ADVISORS LLC

1550 EL CAMINO REAL, MENLO PARK, CA 94025CRD# 2811802Firm CRD# 287758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Carl Myers · MENLO PARK, CA

Registration

CRD #2811802 · BORDEAUX WEALTH ADVISORS LLC · 23 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2025 – present

BORDEAUX WEALTH ADVISORS

Apr 2017 – Oct 2025

Kirkland, WA

BROWNSON, REHMUS & FOXWORTH

May 2016 – Apr 2017

MENLO PARK, CA

BROWNSON, REHMUS & FOXWORTH, INC.

Sep 2004 – May 2016

MENLO PARK, CA

MORGAN STANLEY

Jun 2003 – Feb 2004

SAN RAFAEL, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · June 13, 2003

Years registered · 23

Disclosure History

2003Customer Dispute·Withdrawn

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BORDEAUX WEALTH ADVISORS LLC

CRD 287758 · SEC 801-110221

AUM

$4.4B

Regulatory assets under management

Employees

247 client accounts

Services offered by BORDEAUX WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BORDEAUX WEALTH ADVISORS LLC →

Introduction

Speak with Thomas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thomas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MENLO PARK?

Browse all registered financial advisors in MENLO PARK, California or claim this profile if it's yours.

Browse MENLO PARK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Thomas Carl Myers offer?

Thomas Carl Myers specializes in Financial Planning, Investment Management. Contact their office in MENLO PARK, California for a consultation.

What are Thomas Carl Myers's credentials?

Thomas Carl Myers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Carl Myers located?

Thomas Carl Myers is based in MENLO PARK, California, working with BORDEAUX WEALTH ADVISORS LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does Thomas Carl Myers charge for services?

Thomas Carl Myers's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BORDEAUX WEALTH ADVISORS LLC?

BORDEAUX WEALTH ADVISORS LLC has approximately 35 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →