Thomas Milan Wyszynski
Investment adviser representative at Prospera Financial Services, Inc.
14 yearsExperience
1 stateRegistered in
$14.4BFirm assets
20 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 feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Prospera Financial Services, Inc.Mar 2026 to now
- MML Investors Services, LLCNov 2021 to Mar 2026
- Mass Mutual Life Insurance CompanyOct 2021 to Mar 2026
- Thrivent FinancialJul 2020 to Oct 2021
- Thrivent Investment Management IncJul 2020 to Oct 2021
- Kadima Sun InvestmentsJan 2019 to May 2020
- UnemployedMay 2018 to Jun 2020
- Charles Schwab & Co., IncJun 2012 to May 2018
- Charles Schwab BankJun 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2020
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
Prospera Financial Services, Inc.
$14.4BAssets managed
18,584Clients
269Advisers
20 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
- 2825754
- Firm CRD
- 10740