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Thomas Amedio Gonnella

STRATEGIES LLC·DENVER, Colorado
Series 7, Series 63, Series 65Clean record10 years registeredSTRATEGIES LLC
1525 RALEIGH STREET, DENVER, CO 80204CRD# 4129918Firm CRD# 114035

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Amedio Gonnella · DENVER, CO
Registration
CRD #4129918 · STRATEGIES LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

INTEGRATED WEALTH CONCEPTS LLC
May 2023 – present
TAG CAPITAL INVESTMENTS, LLC
Apr 2020 – Apr 2020
DENVER, CO
PRISM FINANCIAL STRATEGIES, LLC
Feb 2020 – Dec 2023
ENGLEWOOD, CO
ADVISORY CONSULTING GROUP LLC
Aug 2017 – Apr 2019
Denver, CO
STRATEGIES CAPITAL MANAGEMENT
Jun 2016 – Jul 2020
DENVER, CO
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · June 7, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRATEGIES LLC
CRD 114035 · SEC 801-62180
AUM
$519M
Regulatory assets under management
Employees
4
97 client accounts
Services offered by STRATEGIES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at STRATEGIES LLC →
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05

Frequently Asked Questions

What services does Thomas Amedio Gonnella offer?
Thomas Amedio Gonnella specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are Thomas Amedio Gonnella's credentials?
Thomas Amedio Gonnella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Amedio Gonnella located?
Thomas Amedio Gonnella is based in DENVER, Colorado, working with STRATEGIES LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Thomas Amedio Gonnella charge for services?
Thomas Amedio Gonnella's firm is compensated through percentage of aum, subscription fees, other: project fees, consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIES LLC?
STRATEGIES LLC has approximately 4 employees and manages $519M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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