Unclaimed Profile

Scott Carmack Thomas

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC·SACRAMENTO, California

SIE, Series 7, Series 31, Series 63, Series 65CFPClean record26 years registeredGENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

740 UNIVERSITY AVENUE, SACRAMENTO, CA 95825CRD# 2861956Firm CRD# 105698

Profile Verification

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

Identity

Scott Carmack Thomas · SACRAMENTO, CA

Registration

CRD #2861956 · GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Jan 2021 – present

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

Dec 2017 – Mar 2021

Roseville, CA

PLACER SUMMIT FINANCIAL GROUP, LLC

Apr 2009 – Oct 2017

ROSEVILLE, CA

CHARLES SCHWAB & CO., INC.

Jun 2000 – Apr 2009

ROSEVILLE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · June 15, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

CRD 105698 · SEC 801-36720

AUM

$2.2B

Regulatory assets under management

Employees

1,672 client accounts

Services offered by GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC →

Introduction

Speak with Scott

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

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

Looking for a financial advisor in SACRAMENTO?

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

Browse SACRAMENTO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Scott Carmack Thomas offer?

Scott Carmack Thomas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SACRAMENTO, California for a consultation.

What are Scott Carmack Thomas's credentials?

Scott Carmack Thomas holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott Carmack Thomas located?

Scott Carmack Thomas is based in SACRAMENTO, California, working with GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.

How does Scott Carmack Thomas charge for services?

Scott Carmack Thomas's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC?

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC has approximately 40 employees and manages $2.2B 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 →