Unclaimed Profile

Thomas Joseph Grady

TRINITY WEALTH ADVISORS, L.L.C.·ST. LOUIS, Missouri

TRINITY WEALTH ADVISORS, L.L.C.

132 W WASHINGTON AVE SUITE 200, ST. LOUIS, MO 63122CRD# 2289609Firm CRD# 109452

Profile Verification

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

Identity

Thomas Joseph Grady · ST. LOUIS, MO

Registration

CRD #2289609 · TRINITY WEALTH ADVISORS, L.L.C.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Thomas Joseph Grady is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with TRINITY WEALTH ADVISORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TRINITY WEALTH ADVISORS, L.L.C.

TRINITY WEALTH ADVISORS LLC

AUM

$257M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRINITY WEALTH ADVISORS, L.L.C. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2289609

Firm CRD# 109452

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Joseph Grady offer?

Thomas Joseph Grady specializes in Financial Planning, Investment Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Thomas Joseph Grady's credentials?

Thomas Joseph Grady is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Joseph Grady located?

Thomas Joseph Grady is based in ST. LOUIS, Missouri, working with TRINITY WEALTH ADVISORS, L.L.C.. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Thomas Joseph Grady charge for services?

Thomas Joseph Grady'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 TRINITY WEALTH ADVISORS, L.L.C.?

TRINITY WEALTH ADVISORS, L.L.C. has approximately 7 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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