Thomas James Proos
Investment adviser representative at Straight Path Wealth Management
21 yearsExperience
2 statesRegistered in
$472.5MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Straight Path Wealth ManagementJul 2020 to now
- Cetera Advisor NetworksApr 2018 to Jul 2020
- Cwm, LLCApr 2018 to Jul 2020
- LPL Financial, LLCNov 2005 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Straight Path Wealth Management
Legal name: Financial Arcitects, Inc
$472.5MAssets managed
902Clients
10Advisers
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
- 3238215
- Firm CRD
- 148897