Unclaimed Profile

Thomas Christopher Massie

REFRAME WEALTH, LLC·FAIRFAX, Virginia

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record14 years registeredREFRAME WEALTH, LLC

3251 OLD LEE HIGHWAY, FAIRFAX, VA 22030CRD# 5796362Firm CRD# 313386

Profile Verification

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

Identity

Thomas Christopher Massie · FAIRFAX, VA

Registration

CRD #5796362 · REFRAME WEALTH, LLC · 14 years registered

Brand Profile

Not yet started

Career History

MASSIE FINANCIAL PLANNING INC.

Jan 2023 – present

REFRAME WEALTH, LLC

Apr 2021 – Jan 2023

Alexandria, VA

ADVICE AND PLANNING SERVICES

Oct 2014 – Mar 2021

FAIRFAX, VA

COMMONWEALTH FINANCIAL NETWORK

Jan 2014 – Sep 2014

FAIRFAX, VA

ASSET MANAGEMENT GROUP, INC.

Nov 2012 – Jan 2013

STAMFORD, CT

FIRST COMMAND FINANCIAL PLANNING, INC.

Oct 2011 – Nov 2012

ANNAPOLIS, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · October 17, 2011

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REFRAME WEALTH, LLC

CRD 313386 · SEC 801-120695

AUM

$334M

Regulatory assets under management

Employees

557 client accounts

Services offered by REFRAME WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at REFRAME WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Christopher Massie offer?

Thomas Christopher Massie specializes in Financial Planning, Investment Management. Contact their office in FAIRFAX, Virginia for a consultation.

What are Thomas Christopher Massie's credentials?

Thomas Christopher Massie holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thomas Christopher Massie located?

Thomas Christopher Massie is based in FAIRFAX, Virginia, working with REFRAME WEALTH, LLC. Their office serves clients in the FAIRFAX metropolitan area and surrounding communities.

How does Thomas Christopher Massie charge for services?

Thomas Christopher Massie'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 REFRAME WEALTH, LLC?

REFRAME WEALTH, LLC has approximately 4 employees and manages $334M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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