Unclaimed Profile

Thomas Henry Dorsky

THOMASPARTNERS, INC.·BOSTON, Massachusetts

Series 7, Series 9, Series 10, Series 63, Series 99TOCFAClean record12 years registeredTHOMASPARTNERS, INC.

ONE INTERNATIONAL PLACE, BOSTON, MA 02110-2600CRD# 2448232Firm CRD# 104966

Profile Verification

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

Identity

Thomas Henry Dorsky · BOSTON, MA

Registration

CRD #2448232 · THOMASPARTNERS, INC. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THOMASPARTNERS, INC.

CHARLES SCHWAB INVESTMENT ADVISORY, INC

Mar 2018 – Aug 2019

Boston, MA

THOMASPARTNERS, INC.

Sep 2016 – Mar 2018

BOSTON, MA

COVESTOR LTD

Dec 2013 – May 2015

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Series 99TO

Registration record

First registered · December 2, 2013

Years registered · 12

Professional designation · CFA

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 Thomas Henry Dorsky offer?

Thomas Henry Dorsky specializes in Investment Management, Fee-Only Advisory.

What are Thomas Henry Dorsky's credentials?

Thomas Henry Dorsky holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thomas Henry Dorsky located?

Thomas Henry Dorsky is based in BOSTON, Massachusetts, last registered with THOMASPARTNERS, INC..

How does Thomas Henry Dorsky charge for services?

Thomas Henry Dorsky'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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