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Thomas Gray Twombly

LUCIEN STIRLING & GRAY ADVISORY GROUP INC·AUSTIN, Texas
SIE, Series 6, Series 26, Series 51, Series 63, Series 65Clean record22 years registeredLUCIEN STIRLING & GRAY ADVISORY GROUP INC
7800 N. MOPAC EXPY, AUSTIN, TX 78759CRD# 1296874Firm CRD# 112641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Gray Twombly · AUSTIN, TX
Registration
CRD #1296874 · LUCIEN STIRLING & GRAY ADVISORY GROUP INC · 22 years registered
Brand Profile
Not yet started
01

Career History

LUCIEN STIRLING & GRAY ADVISORY GROUP INC
Aug 2003 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 51
Series 63
Series 65
Registration record
First registered · August 27, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LUCIEN STIRLING & GRAY ADVISORY GROUP INC
CRD 112641 · SEC 801-79381
AUM
$107M
Regulatory assets under management
Employees
5
504 client accounts
Services offered by LUCIEN STIRLING & GRAY ADVISORY GROUP INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LUCIEN STIRLING & GRAY ADVISORY GROUP INC →
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05

Frequently Asked Questions

What services does Thomas Gray Twombly offer?
Thomas Gray Twombly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Thomas Gray Twombly's credentials?
Thomas Gray Twombly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Gray Twombly located?
Thomas Gray Twombly is based in AUSTIN, Texas, working with LUCIEN STIRLING & GRAY ADVISORY GROUP INC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Thomas Gray Twombly charge for services?
Thomas Gray Twombly'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 LUCIEN STIRLING & GRAY ADVISORY GROUP INC?
LUCIEN STIRLING & GRAY ADVISORY GROUP INC has approximately 5 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LUCIEN STIRLING & GRAY ADVISORY GROUP INC

Walter Lucien Wilson
AUSTIN, TX

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