AdvisorOS Directory
Claim Profile
GT

Gregory Nelson Thomas

THOMASPARTNERS, INC.·BOSTON, Massachusetts
Unclaimed Profile
ONE INTERNATIONAL PLACE, BOSTON, MA 02110-2600CRD# 445150Firm CRD# 104966
01

About

Gregory Nelson Thomas is a registered financial advisor based in BOSTON, Massachusetts, affiliated with THOMASPARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
THOMASPARTNERS, INC.
THOMASPARTNERS, INC.
AUM
$14.6B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at THOMASPARTNERS, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 445150
Firm CRD# 104966
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Gregory Nelson Thomas offer?
Gregory Nelson Thomas specializes in Investment Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
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, working with THOMASPARTNERS, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BOSTON
Abigail Marie Armstrong — SIGNATOR INVESTORS, INC.Thomas Chan Lin Seto — EATON VANCE WATEROAK ADVISORSPaul Wold Bouchey — EATON VANCE WATEROAK ADVISORSDavid Brooks Zug — HARBOURVEST PARTNERS, LLCSteven Mr. Moore — SIGNATOR FINANCIAL SERVICES, INC.
Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile