Thomas K Queri
Investment adviser representative at Blue Horizon Equity, Inc.
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$745.9MFirm assets
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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
12 years in the industry.
- Blue Horizon Equity, Inc.Jun 2026 to now
- Cetera Wealth Services, LLCJun 2026 to now
- Omne Planning & Wealth LLCDec 2025 to now
- Cambridge Investment Research Advisors, Inc.Feb 2021 to Jun 2026
- Cambridge Investment Research, Inc.Feb 2021 to Jun 2026
- Massachusetts Mutual Life Insurance CompanyApr 2017 to Feb 2021
- MML Investors Services, LLCApr 2017 to Feb 2021
- American PortfoliosOct 2014 to May 2017
- Apfs Wealth Management, Inc.Oct 2014 to May 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NY).
Blue Horizon Equity, Inc.
$745.9MAssets managed
1,491Clients
26Advisers
Under 1 yearIn 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
- 2592769
- Firm CRD
- 341095