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Thomas William Schulte

U.S. FINANCIAL ADVISORS, LLC·BRAINTREE, Massachusetts
Clean record7 years registeredU.S. FINANCIAL ADVISORS, LLC
30 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184CRD# 6357966Firm CRD# 108763

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas William Schulte · BRAINTREE, MA
Registration
CRD #6357966 · U.S. FINANCIAL ADVISORS, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

NAPIER FINANCIAL
Jul 2025 – present
U.S. FINANCIAL ADVISORS
May 2019 – Jul 2025
BRAINTREE, MA
02

Registrations & Exams

Registration record
First registered · May 28, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
U.S. FINANCIAL ADVISORS, LLC
CRD 108763 · SEC 801-55953
AUM
$349M
Regulatory assets under management
Employees
12
612 client accounts
Services offered by U.S. FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at U.S. FINANCIAL ADVISORS, LLC →
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Frequently Asked Questions

What services does Thomas William Schulte offer?
Thomas William Schulte specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRAINTREE, Massachusetts for a consultation.
What are Thomas William Schulte's credentials?
Thomas William Schulte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas William Schulte located?
Thomas William Schulte is based in BRAINTREE, Massachusetts, working with U.S. FINANCIAL ADVISORS, LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.
How does Thomas William Schulte charge for services?
Thomas William Schulte's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is U.S. FINANCIAL ADVISORS, LLC?
U.S. FINANCIAL ADVISORS, LLC has approximately 12 employees and manages $349M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Thomas Hastings Fletcher
BRAINTREE, MA
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Research
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