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Thomas Carl Myers

BORDEAUX WEALTH ADVISORS LLC·MENLO PARK, California
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1550 EL CAMINO REAL, MENLO PARK, CA 94025CRD# 2811802Firm CRD# 287758
01

About

Thomas Carl Myers is a registered financial advisor based in MENLO PARK, California, affiliated with BORDEAUX WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BORDEAUX WEALTH ADVISORS LLC
BORDEAUX WEALTH ADVISORS
AUM
$4.4B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at BORDEAUX WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2811802
Firm CRD# 287758
No disclosures on file
View on FINRA BrokerCheck →

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05

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.
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Other Advisors at BORDEAUX WEALTH ADVISORS LLC

Jon Carter Snare
MENLO PARK, CA
Jon Michael Ekoniak
MENLO PARK, CA
David Keith Murdock
MENLO PARK, CA
James Michael Hering
MENLO PARK, CA
Philip Thomas Platt
MENLO PARK, CA

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Research
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