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Thomas David Tesar

RUBINBROWN ADVISORS LLC·ST. LOUIS, Missouri
Series 7, Series 63, Series 65Clean record19 years registeredRUBINBROWN ADVISORS LLC
7676 FORSYTH BLVD., ST. LOUIS, MO 63105CRD# 4201795Firm CRD# 116909

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas David Tesar · ST. LOUIS, MO
Registration
CRD #4201795 · RUBINBROWN ADVISORS LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

Jun 2007present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · June 8, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RUBINBROWN ADVISORS LLC
CRD 116909 · SEC 801-62021
AUM
$3.1B
Regulatory assets under management
Employees
26
3,910 client accounts
Services offered by RUBINBROWN ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Thomas David Tesar offer?
Thomas David Tesar specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.
What are Thomas David Tesar's credentials?
Thomas David Tesar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas David Tesar located?
Thomas David Tesar is based in ST. LOUIS, Missouri, working with RUBINBROWN ADVISORS LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does Thomas David Tesar charge for services?
Thomas David Tesar'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 RUBINBROWN ADVISORS LLC?
RUBINBROWN ADVISORS LLC has approximately 26 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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