Thomas George Efthimiou
Investment adviser representative at Meadowbrook Wealth Management, LLC
28 yearsExperience
1 stateRegistered in
$110.1MFirm assets
9 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Meadowbrook Wealth Management, LLCApr 2015 to now
- Camark Realty Corp.Oct 2004 to now
- Gmg SystemsMar 1998 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (NY).
Meadowbrook Wealth Management, LLC
$110.1MAssets managed
174Clients
2Advisers
9 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
- 2336798
- Firm CRD
- 110508