Thomas Alfred Sawyer
Investment adviser representative at Wellth Advisory Services, LLC
10 yearsExperience
2 statesRegistered in
$26.7BFirm assets
2 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
10 years in the industry.
- Wellth Advisory Services, LLCMar 2025 to now
- LPL FinancialMar 2025 to now
- Strategic Retirement PartnersMar 2025 to now
- Wilmington TrustApr 2022 to Mar 2025
- People's United Advisors, IncJun 2018 to Apr 2022
- People's Securities, INc.Nov 2016 to Apr 2022
- People's United Bank, NAApr 2016 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CT, MA).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
2 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
- 3021294
- Firm CRD
- 330537