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Kathleen Mary Thomas

NEWDAY SOLUTIONS, LLC·HAMPTON, New Hampshire
Unclaimed Profile
1 PARK AVENUE, HAMPTON, NH 03842-2113CRD# 2308400Firm CRD# 282163
01

About

Kathleen Mary Thomas is a registered financial advisor based in HAMPTON, New Hampshire, affiliated with NEWDAY SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NEWDAY SOLUTIONS, LLC
NEWDAY SOLUTIONS, LLC
AUM
$136M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2308400
Firm CRD# 282163
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathleen Mary Thomas offer?
Kathleen Mary Thomas specializes in Financial Planning, Investment Management. Contact their office in HAMPTON, New Hampshire for a consultation.
What are Kathleen Mary Thomas's credentials?
Kathleen Mary Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Mary Thomas located?
Kathleen Mary Thomas is based in HAMPTON, New Hampshire, working with NEWDAY SOLUTIONS, LLC. Their office serves clients in the HAMPTON metropolitan area and surrounding communities.
How does Kathleen Mary Thomas charge for services?
Kathleen Mary Thomas'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 NEWDAY SOLUTIONS, LLC?
NEWDAY SOLUTIONS, LLC has approximately 6 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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