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Thomas John Stephen

GLENWOOD INVESTMENT GROUP, LLC·MANCHESTER, New Hampshire
SIE, Series 7, Series 66CFPClean record8 years registeredGLENWOOD INVESTMENT GROUP, LLC
814 ELM STREET, MANCHESTER, NH 03101CRD# 6534724Firm CRD# 132950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas John Stephen · MANCHESTER, NH
Registration
CRD #6534724 · GLENWOOD INVESTMENT GROUP, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

GLENWOOD INVESTMENT GROUP, LLC
Aug 2018 – present
VALMARK ADVISERS, INC.
Mar 2018 – Jun 2018
Ashburn, VA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 28, 2018
Years registered · 8
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GLENWOOD INVESTMENT GROUP, LLC
CRD 132950 · SEC 801-121991
AUM
$142M
Regulatory assets under management
Employees
5
355 client accounts
Services offered by GLENWOOD INVESTMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GLENWOOD INVESTMENT GROUP, LLC →
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05

Frequently Asked Questions

What services does Thomas John Stephen offer?
Thomas John Stephen specializes in Financial Planning, Investment Management. Contact their office in MANCHESTER, New Hampshire for a consultation.
What are Thomas John Stephen's credentials?
Thomas John Stephen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Thomas John Stephen located?
Thomas John Stephen is based in MANCHESTER, New Hampshire, working with GLENWOOD INVESTMENT GROUP, LLC. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.
How does Thomas John Stephen charge for services?
Thomas John Stephen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLENWOOD INVESTMENT GROUP, LLC?
GLENWOOD INVESTMENT GROUP, LLC has approximately 5 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GLENWOOD INVESTMENT GROUP, LLC

Charles Leonard Stephen
MANCHESTER, NH

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