Unclaimed Profile

Thomas Reid Wiseman

WISEMAN WEALTH, LLC·MIDDLEBURG, Virginia

SIE, Series 6, Series 63, Series 65Clean record27 years registeredWISEMAN WEALTH, LLC

115 THE PLAINS ROAD, MIDDLEBURG, VA 20117CRD# 1358050Firm CRD# 169677

Profile Verification

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

Identity

Thomas Reid Wiseman · MIDDLEBURG, VA

Registration

CRD #1358050 · WISEMAN WEALTH, LLC · 27 years registered

Brand Profile

Not yet started

Career History

WISEMAN & ASSOCIATES WEALTH MANAGEMENT

Oct 2015 – present

LPL FINANCIAL LLC

Dec 2007 – present

AMERICAN GENERAL SECURITIES INCORPORATED

Jul 1999 – Dec 2007

WINCHESTER, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · July 30, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WISEMAN WEALTH, LLC

CRD 169677 · SEC 801-107441

AUM

$49M

Regulatory assets under management

Employees

119 client accounts

Services offered by WISEMAN WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WISEMAN WEALTH, LLC →

Introduction

Speak with Thomas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thomas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MIDDLEBURG?

Browse all registered financial advisors in MIDDLEBURG, Virginia or claim this profile if it's yours.

Browse MIDDLEBURG Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Thomas Reid Wiseman offer?

Thomas Reid Wiseman specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MIDDLEBURG, Virginia for a consultation.

What are Thomas Reid Wiseman's credentials?

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

Where is Thomas Reid Wiseman located?

Thomas Reid Wiseman is based in MIDDLEBURG, Virginia, working with WISEMAN WEALTH, LLC. Their office serves clients in the MIDDLEBURG metropolitan area and surrounding communities.

How does Thomas Reid Wiseman charge for services?

Thomas Reid Wiseman'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 WISEMAN WEALTH, LLC?

WISEMAN WEALTH, LLC has approximately 4 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →