Thomas Dicristofaro
Investment adviser representative at Savant Wealth Management
32 yearsExperience
2 statesRegistered in
$55.6BFirm assets
33 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
32 years in the industry.
- Savant Wealth ManagementAug 2024 to now
- Financial Engines Advisors L.L.C.Apr 2020 to Aug 2024
- UnemployedJan 2020 to Mar 2020
- TIAAMay 1994 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (IL, NC).
Savant Wealth Management
Legal name: Savant Capital, LLC
$55.6BAssets managed
24,034Clients
392Advisers
33 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
- 2250651
- Firm CRD
- 107271