Unclaimed Profile

Thomas Joseph Filomeno

FILOMENO WEALTH MANAGEMENT, LLC·WEST HARTFORD, Connecticut

Series 7, Series 66Clean record24 years registeredFILOMENO WEALTH MANAGEMENT, LLC

80 SOUTH MAIN STREET, WEST HARTFORD, CT 06107CRD# 4331342Firm CRD# 145450

Profile Verification

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

Identity

Thomas Joseph Filomeno · WEST HARTFORD, CT

Registration

CRD #4331342 · FILOMENO WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

May 2025 – present

MARCUM WEALTH, LLC

Sep 2020 – May 2025

Hartford, CT

MARCUM WEALTH MANAGEMENT, LLC

Jun 2013 – Oct 2020

WEST HARTFORD, CT

JEFFERSON PILOT SECURITIES CORP

Aug 2002 – Feb 2005

WEST HARTFORD, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 7, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FILOMENO WEALTH MANAGEMENT, LLC

CRD 145450 · SEC 801-68464

AUM

$58M

Regulatory assets under management

Employees

36 client accounts

Services offered by FILOMENO WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FILOMENO WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Joseph Filomeno offer?

Thomas Joseph Filomeno specializes in Financial Planning, Investment Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Thomas Joseph Filomeno's credentials?

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

Where is Thomas Joseph Filomeno located?

Thomas Joseph Filomeno is based in WEST HARTFORD, Connecticut, working with FILOMENO WEALTH MANAGEMENT, LLC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.

How does Thomas Joseph Filomeno charge for services?

Thomas Joseph Filomeno'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 FILOMENO WEALTH MANAGEMENT, LLC?

FILOMENO WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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