Unclaimed Profile

Thomas Samuel Lisk

CENTER STREET ADVISORS, INC.·NASHVILLE, Tennessee

SIE, Series 7, Series 24, Series 66, Series 99TO20 years registeredCENTER STREET ADVISORS, INC.

2 INTERNATIONAL PLAZA, NASHVILLE, TN 37217CRD# 5010650Firm CRD# 169329

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Samuel Lisk · NASHVILLE, TN

Registration

CRD #5010650 · CENTER STREET ADVISORS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

REALTA INVESTMENT ADVISORS, INC

Oct 2023 – present

ARETE WEALTH ADVISORS, LLC

Jul 2023 – Sep 2023

Bristol, VA

CENTER STREET ADVISORS, INC.

May 2014 – Jul 2023

BRISTOL, VA

THACKER & ASSOCIATES, INC.

Oct 2008 – Jun 2013

BRISTOL, VA

KALOS MANAGEMENT

Sep 2005 – Dec 2007

BRISTOL, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 99TO

Registration record

First registered · September 27, 2005

Years registered · 20

Disclosure History

2024Customer Dispute·Award / Judgment

2024Customer Dispute·Settled

9 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CENTER STREET ADVISORS, INC.

CRD 169329 · SEC 801-80344

AUM

$336M

Regulatory assets under management

Employees

1,689 client accounts

Services offered by CENTER STREET ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CENTER STREET ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Thomas Samuel Lisk offer?

Thomas Samuel Lisk specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NASHVILLE, Tennessee for a consultation.

What are Thomas Samuel Lisk's credentials?

Thomas Samuel Lisk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Samuel Lisk located?

Thomas Samuel Lisk is based in NASHVILLE, Tennessee, working with CENTER STREET ADVISORS, INC.. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does Thomas Samuel Lisk charge for services?

Thomas Samuel Lisk's firm is compensated through percentage of aum, subscription fees, other: solicitation fees from third-party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CENTER STREET ADVISORS, INC.?

CENTER STREET ADVISORS, INC. has approximately 45 employees and manages $336M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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