Unclaimed Profile

Thomas J Whalen

ADDISONMANAGEMENT, INC.·SHELBURNE, Vermont

ADDISONMANAGEMENT, INC.

29 HARBOR ROAD, SUITE 200, SHELBURNE, VT 05482CRD# 7666324Firm CRD# 324234

Profile Verification

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

Identity

Thomas J Whalen · SHELBURNE, VT

Registration

CRD #7666324 · ADDISONMANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Disclosure history pending

About

Thomas J Whalen is a registered financial advisor based in SHELBURNE, Vermont, affiliated with ADDISONMANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

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Introduction

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Firm Overview

Firm

ADDISONMANAGEMENT, INC.

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

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Background

Compensation

Compensation details will be added during enrichment.

Regulatory

SEC/IARD CRD# 7666324

Firm CRD# 324234

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Frequently Asked Questions

What services does Thomas J Whalen offer?

Thomas J Whalen is a registered financial advisor in SHELBURNE, Vermont. Contact their office for details on services offered.

What are Thomas J Whalen's credentials?

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

Where is Thomas J Whalen located?

Thomas J Whalen is based in SHELBURNE, Vermont, working with ADDISONMANAGEMENT, INC.. Their office serves clients in the SHELBURNE metropolitan area and surrounding communities.

How large is ADDISONMANAGEMENT, INC.?

ADDISONMANAGEMENT, INC. is a registered investment adviser with the SEC. See their Form ADV for full details.

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