Thomas Joseph Ouellette
Investment adviser representative at Ouellette Wealth Advisory LLC
11 yearsExperience
2 statesRegistered in
$274.4MFirm assets
5 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
Experience
11 years in the industry.
- Private Client ServicesApr 2025 to now
- Ouellette Wealth Advisory, LLCAug 2017 to now
- Osaic Wealth, Inc.Aug 2024 to Apr 2025
- Triad Advisors, Inc.Nov 2015 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Ouellette Wealth Advisory LLC
$274.4MAssets managed
213Clients
1Advisers
5 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
- 2393313
- Firm CRD
- 289242