Unclaimed Profile

Gregory Nelson Thomas

THOMASPARTNERS, INC.·BOSTON, Massachusetts

Series 1, Series 40, Series 63, Series 65Clean record24 years registeredTHOMASPARTNERS, INC.

ONE INTERNATIONAL PLACE, BOSTON, MA 02110-2600CRD# 445150Firm CRD# 104966

Profile Verification

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

Identity

Gregory Nelson Thomas · BOSTON, MA

Registration

CRD #445150 · THOMASPARTNERS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THOMASPARTNERS, INC.

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Mar 2022 – Oct 2025

Avon, CO

CHARLES SCHWAB INVESTMENT ADVISORY, INC

Feb 2018 – Mar 2022

Avon, CO

WELLESLEY INVESTMENT PARTNERS, LLC

Oct 2007 – Dec 2009

WELLESLEY, MA

VERITAS ASSET MANAGEMENT, LLC

Jul 2002 – Dec 2002

BEAUFORT, SC

VERITY INVESTMENT PARTNERS

Apr 2002 – Nov 2012

BEAUFORT, SC

THOMASPARTNERS, INC.

Nov 2001 – Mar 2018

Avon, CO

Registrations & Exams

FINRA examinations passed

Series 1

Series 40

Series 63

Series 65

Registration record

First registered · November 25, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THOMASPARTNERS, INC.

CRD 104966 · SEC 801-22189

AUM

$14.6B

Regulatory assets under management

Employees

43,468 client accounts

Services offered by THOMASPARTNERS, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at THOMASPARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Gregory Nelson Thomas offer?

Gregory Nelson Thomas specializes in Investment Management, Fee-Only Advisory.

What are Gregory Nelson Thomas's credentials?

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

Where is Gregory Nelson Thomas located?

Gregory Nelson Thomas is based in BOSTON, Massachusetts, last registered with THOMASPARTNERS, INC..

How does Gregory Nelson Thomas charge for services?

Gregory Nelson Thomas's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THOMASPARTNERS, INC.?

THOMASPARTNERS, INC. has approximately 33 employees and manages $14.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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