![Thomas Stritt, financial advisor Poughkeepsie NY](/img/ws/profile-blank-sq.png)
Thomas Stritt (CRD# 7490495) is an Investment Advisor Representative working at Morgan Stanley in Poughkeepsie, NY and has 1 year of experience in the finance industry.
![Luke Adams, financial advisor Poughkeepsie NY](/img/ws/profile-blank-sq.png)
CRD# 7025158
Oppenheimer & Company Inc.
![Reisa Adato, financial advisor Poughkeepsie NY](/img/ws/profile-blank-sq.png)
CRD# 5619407
Edward Jones
![Kashif Ali, financial advisor Poughkeepsie NY](/img/ws/profile-blank-sq.png)
CRD# 5727035
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley Smith Barney LLC | Poughkeepsie, NY | Mar 2022 - Current | 2 |
The Learning Center At Regina Coeli | Hyde Park, NY | Jun 2016 - Current | 8 |
Hudson Valley Credit Union | Poughkeepsie, NY | Sep 2019 - Mar 2022 | 2 |
Clemson Brothers Brewery | New Paltz, NY | Mar 2019 - Sep 2019 | < 1 |
Gilded Otter Brewing Company | New Paltz, NY | Jun 2016 - Mar 2019 | 2 |
Jack's Meats And Deli | New Paltz, NY | Jul 2014 - Jun 2016 | 1 |
Hyde Park Driving Range And Mini-golf | Hyde Park, NY | Mar 2014 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- NY
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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