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Thomas Allen Zebley

IMPACT PARTNERSHIP WEALTH, LLC·MARIETTA, Georgia
Unclaimed Profile
1688 WHITE CIRCLE NW, MARIETTA, GA 30066CRD# 7359868Firm CRD# 313928
01

About

Thomas Allen Zebley is a registered financial advisor based in MARIETTA, Georgia, affiliated with IMPACT PARTNERSHIP WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
IMPACT PARTNERSHIP WEALTH, LLC
IMPACT PARTNERSHIP WEALTH, LLC
AUM
$752M
Regulatory assets under management
Employees
54
Total firm employees
View all advisors at IMPACT PARTNERSHIP WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7359868
Firm CRD# 313928
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Allen Zebley offer?
Thomas Allen Zebley specializes in Financial Planning, Investment Management. Contact their office in MARIETTA, Georgia for a consultation.
What are Thomas Allen Zebley's credentials?
Thomas Allen Zebley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Allen Zebley located?
Thomas Allen Zebley is based in MARIETTA, Georgia, working with IMPACT PARTNERSHIP WEALTH, LLC. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.
How does Thomas Allen Zebley charge for services?
Thomas Allen Zebley's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IMPACT PARTNERSHIP WEALTH, LLC?
IMPACT PARTNERSHIP WEALTH, LLC has approximately 54 employees and manages $752M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ATLANTA GuideALPHARETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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