AdvisorOS Directory
Claim Profile
Unclaimed Profile
BT

Bruce Price Thompson

THOMPSON WEALTH MANAGEMENT, LTD.·CONCORD, Massachusetts
Series 3, Series 6, Series 7, Series 22, Series 63Clean record26 years registeredTHOMPSON WEALTH MANAGEMENT, LTD.
30 MONUMENT SQUARE, CONCORD, MA 01742CRD# 1191893Firm CRD# 108313

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Price Thompson · CONCORD, MA
Registration
CRD #1191893 · THOMPSON WEALTH MANAGEMENT, LTD. · 26 years registered
Brand Profile
Not yet started
01

Career History

HIGHTOWER ADVISORS, LLC
Feb 2022 – present
THOMPSON WEALTH MANAGEMENT, LTD.
May 2008 – Jan 2022
CONCORD, MA
THOMPSON WEALTH MANAGEMENT, LTD.
Jan 2000 – Apr 1994
CONCORD, MA
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 6
Series 7
Series 22
Series 63
Registration record
First registered · January 4, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THOMPSON WEALTH MANAGEMENT, LTD.
CRD 108313 · SEC 801-39460
AUM
$310M
Regulatory assets under management
Employees
6
525 client accounts
Services offered by THOMPSON WEALTH MANAGEMENT, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THOMPSON WEALTH MANAGEMENT, LTD. →
Introduction

Speak with Bruce

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

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

Looking for a financial advisor in CONCORD?

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

Browse CONCORD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Bruce Price Thompson offer?
Bruce Price Thompson specializes in Financial Planning, Investment Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are Bruce Price Thompson's credentials?
Bruce Price Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Price Thompson located?
Bruce Price Thompson is based in CONCORD, Massachusetts, working with THOMPSON WEALTH MANAGEMENT, LTD.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Bruce Price Thompson charge for services?
Bruce Price Thompson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of client's net worth.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THOMPSON WEALTH MANAGEMENT, LTD.?
THOMPSON WEALTH MANAGEMENT, LTD. has approximately 6 employees and manages $310M 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 THOMPSON WEALTH MANAGEMENT, LTD.

Andrew Damien Richardt
CONCORD, MA

More Advisors in CONCORD, Massachusetts

Abbey Lee Henderson
ABARIS FINANCIAL GROUP, LLC·CONCORD, MA
James Donald Lawson
HERITAGE FINANCIAL NETWORK, INC.·CONCORD, MA
Lee Christopher Mcgowan
MONUMENT GROUP WEALTH ADVISORS, LLC·CONCORD, MA
Byron Ewart Woodman
MONUMENT GROUP WEALTH ADVISORS, LLC·CONCORD, MA
David Louis Witherbee
DAVID WITHERBEE & ASSOCIATES, INC.·CONCORD, MA
Charles Robert Lawson
HERITAGE FINANCIAL NETWORK, INC.·CONCORD, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile