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Thomas James Clancy

WEALTH QUARTERBACK LLC·TOMS RIVER, New Jersey
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1400 HOOPER AVE, TOMS RIVER, NJ 08753CRD# 7205660Firm CRD# 282967
01

About

Thomas James Clancy is a registered financial advisor based in TOMS RIVER, New Jersey, affiliated with WEALTH QUARTERBACK 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
Nonprofits & Foundations
03

Firm Overview

Firm
WEALTH QUARTERBACK LLC
WEALTH QUARTERBACK LLC
AUM
$288M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WEALTH QUARTERBACK LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 7205660
Firm CRD# 282967
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas James Clancy offer?
Thomas James Clancy specializes in Financial Planning, Investment Management. Contact their office in TOMS RIVER, New Jersey for a consultation.
What are Thomas James Clancy's credentials?
Thomas James Clancy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas James Clancy located?
Thomas James Clancy is based in TOMS RIVER, New Jersey, working with WEALTH QUARTERBACK LLC. Their office serves clients in the TOMS RIVER metropolitan area and surrounding communities.
How does Thomas James Clancy charge for services?
Thomas James Clancy's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH QUARTERBACK LLC?
WEALTH QUARTERBACK LLC has approximately 10 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in TOMS RIVER
Mark Steven Rushwald — RUSHWALD, MARK STEVENJerry Philip Boisseau — AMHERST FINANCIAL SERVICES, INC.Lisa Michelle Lebbing — AMHERST FINANCIAL SERVICES, INC.Christine Lemond — AMHERST FINANCIAL SERVICES, INC.Josh Adam Jalinski — WEALTH QUARTERBACK LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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