AdvisorOS Directory
Claim Profile
Unclaimed Profile
KT

Kathleen Mary Thomas

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathleen Mary Thomas · HAMPTON, NH
Registration
CRD #2308400 · NEWDAY SOLUTIONS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Kathleen

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

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

03

Firm Overview

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

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2308400
Firm CRD# 282163
View on FINRA BrokerCheck →

Looking for a financial advisor in HAMPTON?

Browse all registered financial advisors in HAMPTON, New Hampshire or claim this profile if it's yours.

Browse HAMPTON AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in HAMPTON, New Hampshire

David Thomas Mayes
THREE BEARINGS FIDUCIARY ADVISORS, INC.·HAMPTON, NH
Jennifer Marie Mayes
THREE BEARINGS FIDUCIARY ADVISORS, INC.·HAMPTON, NH
Patricia Ann Mackensen
MACKENSEN & CO INC·HAMPTON, NH
Warren John Mackensen
MACKENSEN & CO INC·HAMPTON, NH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)EXETER (18)PETERBOROUGH (9)HOLLIS (8)NEW LONDON (7)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
Request removal of this profile