Thomas Stephen Quealy
Investment adviser representative at Aureum Wealth Management, LLC
37 yearsExperience
1 stateRegistered in
$150.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
37 years in the industry.
- Aureum Wealth Management, LLCJan 2025 to now
- Tfg Financial Advisors, LLCJan 2025 to now
- Nottingham Advisors Inc.Mar 1989 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Aureum Wealth Management, LLC
$150.6MAssets managed
91Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1932474
- Firm CRD
- 272027