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Thomas Robert Wall

KELSO & COMPANY, L.P.·NEW YORK, New York
Clean recordKELSO & COMPANY, L.P.
299 PARK AVENUE, NEW YORK, NY 10171CRD# 6029697Firm CRD# 131471

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Robert Wall · NEW YORK, NY
Registration
CRD #6029697 · KELSO & COMPANY, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Robert Wall is a registered financial advisor based in NEW YORK, New York, affiliated with KELSO & COMPANY, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
KELSO & COMPANY, L.P.
KELSO & COMPANY, L.P.
AUM
$16.6B
Regulatory assets under management
Employees
60
Total firm employees
View all advisors at KELSO & COMPANY, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: INVESTMENT FEES, MONITORING FEES AND OTHER SIMILAR FEES.
Regulatory
SEC/IARD CRD# 6029697
Firm CRD# 131471
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Robert Wall offer?
Thomas Robert Wall specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Thomas Robert Wall's credentials?
Thomas Robert Wall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Robert Wall located?
Thomas Robert Wall is based in NEW YORK, New York, working with KELSO & COMPANY, L.P.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Thomas Robert Wall charge for services?
Thomas Robert Wall's firm is compensated through percentage of aum, performance-based fees, other: investment fees, monitoring fees and other similar fees.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KELSO & COMPANY, L.P.?
KELSO & COMPANY, L.P. has approximately 60 employees and manages $16.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Frank Kitchell Bynum
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Michael B Goldberg
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Church Murdock Moore
NEW YORK, NY

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