Thomas Sneed
Investment adviser representative at Advanced Portfolio Strategies
15 yearsExperience
1 stateRegistered in
$217.4MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Advanced Portfolio StrategiesDec 2021 to now
- Aps Management Group, Inc.Nov 2021 to now
- Wicklow Advisors, IncFeb 2019 to now
- Self EmployedNov 2011 to Jun 2021
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Advanced Portfolio Strategies
Legal name: Aps Management Group, Inc.
$217.4MAssets managed
471Clients
9Advisers
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
- 2001316
- Firm CRD
- 284697