Thomas E Beaty
Investment adviser representative at Citizens Private Wealth
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$16.6BFirm 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
16 years in the industry.
- Citizens Securities, Inc.Nov 2024 to now
- Citizens Private WealthJan 2024 to now
- Citizens Bank, N.AJan 2024 to now
- J.P. Morgan Securities LLCSep 2023 to Dec 2023
- First Republic Investment ManagementSep 2010 to Dec 2023
- First Republic Securities CompanySep 2010 to Sep 2023
- First Republic BankSep 2010 to Jul 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
Citizens Private Wealth
Legal name: Citizens Private Wealth, LLC
$16.6BAssets managed
2,567Clients
93Advisers
34 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
- 3081882
- Firm CRD
- 106743