Claim Profile
TH

Thomas James Hanlon

COURIER CAPITAL, LLC·BUFFALO, New York
Unclaimed Profile
1114 DELAWARE AVENUE, BUFFALO, NY 14209-1604CRD# 5879785Firm CRD# 282485
01

About

Thomas James Hanlon is a registered financial advisor based in BUFFALO, New York, affiliated with COURIER CAPITAL, LLC. 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
03

Firm Overview

Firm
COURIER CAPITAL, LLC
COURIER CAPITAL, LLC
AUM
$2.9B
Regulatory assets under management
Employees
23
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5879785
Firm CRD# 282485
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BUFFALO?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Thomas James Hanlon offer?
Thomas James Hanlon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BUFFALO, New York for a consultation.
What are Thomas James Hanlon's credentials?
Thomas James Hanlon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas James Hanlon located?
Thomas James Hanlon is based in BUFFALO, New York, working with COURIER CAPITAL, LLC. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.
How does Thomas James Hanlon charge for services?
Thomas James Hanlon'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 COURIER CAPITAL, LLC?
COURIER CAPITAL, LLC has approximately 23 employees and manages $2.9B 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 →
Browse by specialty