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Thomas William Marley

TMFS SACRAMENTO LLC·ROSEVILLE, California
SIE, Series 7, Series 7TO, Series 8, Series 24, Series 63Clean recordTMFS SACRAMENTO LLC
1112 GALLERIA BLVD. SUITE 160, ROSEVILLE, CA 95678-3507CRD# 2680800Firm CRD# 140702

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas William Marley · ROSEVILLE, CA
Registration
CRD #2680800 · TMFS SACRAMENTO LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 8
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TMFS SACRAMENTO LLC
CRD 140702 · SEC 801-68326
AUM
$207M
Regulatory assets under management
Employees
3
1,587 client accounts
Services offered by TMFS SACRAMENTO LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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04

Frequently Asked Questions

What services does Thomas William Marley offer?
Thomas William Marley specializes in Financial Planning, Investment Management. Contact their office in ROSEVILLE, California for a consultation.
What are Thomas William Marley's credentials?
Thomas William Marley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas William Marley located?
Thomas William Marley is based in ROSEVILLE, California, working with TMFS SACRAMENTO LLC. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.
How does Thomas William Marley charge for services?
Thomas William Marley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TMFS SACRAMENTO LLC?
TMFS SACRAMENTO LLC has approximately 3 employees and manages $207M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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