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Thomas Mott Iv Lewry

CURBSTONE FINANCIAL MANAGEMENT CORPORATION·MANCHESTER, New Hampshire
Clean recordCURBSTONE FINANCIAL MANAGEMENT CORPORATION
741 CHESTNUT STREET, MANCHESTER, NH 03104-3002CRD# 308983Firm CRD# 13348

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Mott Iv Lewry · MANCHESTER, NH
Registration
CRD #308983 · CURBSTONE FINANCIAL MANAGEMENT CORPORATION
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Mott Iv Lewry is a registered financial advisor based in MANCHESTER, New Hampshire, affiliated with CURBSTONE FINANCIAL MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
CURBSTONE FINANCIAL MANAGEMENT CORPORATION
CURBSTONE FINANCIAL MANAGEMENT CORP.
AUM
$372M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CURBSTONE FINANCIAL MANAGEMENT CORPORATION →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 308983
Firm CRD# 13348
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Mott Iv Lewry offer?
Thomas Mott Iv Lewry specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MANCHESTER, New Hampshire for a consultation.
What are Thomas Mott Iv Lewry's credentials?
Thomas Mott Iv Lewry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Mott Iv Lewry located?
Thomas Mott Iv Lewry is based in MANCHESTER, New Hampshire, working with CURBSTONE FINANCIAL MANAGEMENT CORPORATION. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.
How does Thomas Mott Iv Lewry charge for services?
Thomas Mott Iv Lewry's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CURBSTONE FINANCIAL MANAGEMENT CORPORATION?
CURBSTONE FINANCIAL MANAGEMENT CORPORATION has approximately 9 employees and manages $372M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CURBSTONE FINANCIAL MANAGEMENT CORPORATION

Melvin Jonathan Iii Severance
MANCHESTER, NH
Jon B Sparkman
MANCHESTER, NH

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Research
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