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Thomas Bennett Fleishel

FLEISHEL FINANCIAL ASSOCIATES, INC.·DELAND, Florida
SIE, Series 7, Series 24, Series 31, Series 51, Series 63CFP24 years registeredFLEISHEL FINANCIAL ASSOCIATES, INC.
812 NORTH WOODLAND BLVD., DELAND, FL 32720CRD# 1912409Firm CRD# 117768

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Bennett Fleishel · DELAND, FL
Registration
CRD #1912409 · FLEISHEL FINANCIAL ASSOCIATES, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jul 2013 – present
FLEISHEL FINANCIAL ASSOCIATES, INC.
Jan 2002 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 51
Series 63
Registration record
First registered · January 11, 2002
Years registered · 24
Professional designation · CFP
03

Disclosure History

2002Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
FLEISHEL FINANCIAL ASSOCIATES, INC.
CRD 117768 · SEC 801-68244
AUM
$81M
Regulatory assets under management
Employees
1
365 client accounts
Services offered by FLEISHEL FINANCIAL ASSOCIATES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FLEISHEL FINANCIAL ASSOCIATES, INC. →
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05

Frequently Asked Questions

What services does Thomas Bennett Fleishel offer?
Thomas Bennett Fleishel specializes in Financial Planning, Investment Management. Contact their office in DELAND, Florida for a consultation.
What are Thomas Bennett Fleishel's credentials?
Thomas Bennett Fleishel holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Thomas Bennett Fleishel located?
Thomas Bennett Fleishel is based in DELAND, Florida, working with FLEISHEL FINANCIAL ASSOCIATES, INC.. Their office serves clients in the DELAND metropolitan area and surrounding communities.
How does Thomas Bennett Fleishel charge for services?
Thomas Bennett Fleishel's firm is compensated through percentage of aum, hourly charges, subscription fees, other: annual mgmt fee for outside assets/third party referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FLEISHEL FINANCIAL ASSOCIATES, INC.?
FLEISHEL FINANCIAL ASSOCIATES, INC. has approximately 1 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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Research
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