AdvisorOS Directory
Claim Profile
Unclaimed Profile
TW

Thomas Frederic Woodhouse

PRIO WEALTH LIMITED PARTNERSHIP·BOSTON, Massachusetts
Series 65Clean record24 years registeredPRIO WEALTH LIMITED PARTNERSHIP
FRANKLIN STREET, BOSTON, MA 02110CRD# 2600569Firm CRD# 105058

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Frederic Woodhouse · BOSTON, MA
Registration
CRD #2600569 · PRIO WEALTH LIMITED PARTNERSHIP · 24 years registered
Brand Profile
Not yet started
01

Career History

CERITY PARTNERS LLC
Jan 2025 – present
PRIO WEALTH LP
Jan 2002 – Feb 2025
BOSTON, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 1, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRIO WEALTH LIMITED PARTNERSHIP
CRD 105058 · SEC 801-31805
AUM
$3.7B
Regulatory assets under management
Employees
28
1,765 client accounts
Services offered by PRIO WEALTH LIMITED PARTNERSHIP
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PRIO WEALTH LIMITED PARTNERSHIP →
Introduction

Speak with Thomas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thomas is the right fit? Take our 2-minute quiz →

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
05

Frequently Asked Questions

What services does Thomas Frederic Woodhouse offer?
Thomas Frederic Woodhouse specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Thomas Frederic Woodhouse's credentials?
Thomas Frederic Woodhouse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Frederic Woodhouse located?
Thomas Frederic Woodhouse is based in BOSTON, Massachusetts, working with PRIO WEALTH LIMITED PARTNERSHIP. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Thomas Frederic Woodhouse charge for services?
Thomas Frederic Woodhouse'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 PRIO WEALTH LIMITED PARTNERSHIP?
PRIO WEALTH LIMITED PARTNERSHIP has approximately 28 employees and manages $3.7B 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 at PRIO WEALTH LIMITED PARTNERSHIP

Christopher Thorp Barrow
BOSTON, MA
John Gerard Bratschi
BOSTON, MA
John Robert Porter
BOSTON, MA
Roger Dean Scoville
BOSTON, MA
Jeffrey J St. Mary
BOSTON, MA
Kelly Anne Morgan
BOSTON, MA

More Advisors in BOSTON, Massachusetts

Carl Philip Fantasia
FERRY STREET CAPITAL LLC·BOSTON, MA
John Lawrence Shea
EATON VANCE WATEROAK ADVISORS·BOSTON, MA
John Frank Francini
NORTHEAST INVESTMENT MANAGEMENT INC·BOSTON, MA
Daniel Matthew Cain
CB HEALTH MANAGEMENT CORPORATION·BOSTON, MA
Wesley Karger
TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, MA
Paul Karger
TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)HINGHAM (23)
City Guides
WELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile