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Thomas Colitsas

SOUND FINANCIAL SOLUTIONS, INC.·PRINCETON, New Jersey
Clean recordSOUND FINANCIAL SOLUTIONS, INC.
103 CARNEGIE CTR DR`, PRINCETON, NJ 08540CRD# 7070267Firm CRD# 124878

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Colitsas · PRINCETON, NJ
Registration
CRD #7070267 · SOUND FINANCIAL SOLUTIONS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Colitsas is a registered financial advisor based in PRINCETON, New Jersey, affiliated with SOUND FINANCIAL SOLUTIONS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OMNI 360 WEALTH, INC.
OMNI 360 WEALTH, INC.
AUM
$249M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at OMNI 360 WEALTH, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7070267
Firm CRD# 124878
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Colitsas offer?
Thomas Colitsas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PRINCETON, New Jersey for a consultation.
What are Thomas Colitsas's credentials?
Thomas Colitsas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Colitsas located?
Thomas Colitsas is based in PRINCETON, New Jersey, working with SOUND FINANCIAL SOLUTIONS, INC.. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.
How does Thomas Colitsas charge for services?
Thomas Colitsas'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 SOUND FINANCIAL SOLUTIONS, INC.?
SOUND FINANCIAL SOLUTIONS, INC. has approximately 4 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOUND FINANCIAL SOLUTIONS, INC.

James Gregory Colitsas
PLAINSBORO, NJ
Linda Jayne Farinola
PLAINSBORO, NJ
Neel Girish Shah
PLAINSBORO, NJ

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