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Thomas Owen Mayper

RETIREMENT DESIGN & MANAGEMENT INC·WESTPORT, Connecticut
SIE, Series 4, Series 7, Series 24, Series 66, Series 99TOClean record26 years registeredRETIREMENT DESIGN & MANAGEMENT INC
1555 POST ROAD EAST, WESTPORT, CT 06880CRD# 2164731Firm CRD# 106067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Owen Mayper · WESTPORT, CT
Registration
CRD #2164731 · RETIREMENT DESIGN & MANAGEMENT INC · 26 years registered
Brand Profile
Not yet started
01

Career History

Oct 2016present
Apr 2000Oct 2016
WESTPORT, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 66
Series 99TO
Registration record
First registered · April 3, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RETIREMENT DESIGN & MANAGEMENT INC
CRD 106067 · SEC 801-47206
AUM
$599M
Regulatory assets under management
Employees
15
988 client accounts
Services offered by RETIREMENT DESIGN & MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Thomas Owen Mayper offer?
Thomas Owen Mayper specializes in Financial Planning, Investment Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are Thomas Owen Mayper's credentials?
Thomas Owen Mayper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Owen Mayper located?
Thomas Owen Mayper is based in WESTPORT, Connecticut, working with RETIREMENT DESIGN & MANAGEMENT INC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Thomas Owen Mayper charge for services?
Thomas Owen Mayper'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 RETIREMENT DESIGN & MANAGEMENT INC?
RETIREMENT DESIGN & MANAGEMENT INC has approximately 15 employees and manages $599M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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