Thomas William Farrell
Investment adviser representative at Withum Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.3BFirm assets
Are you Thomas William Farrell? Claim your profile
Contact this firm
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
Experience
11 years in the industry.
- Pinnacle Associates, Ltd.Feb 2017 to now
- Withum Wealth ManagementApr 2015 to now
- Pwm Advisory Group, LLCMar 2015 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Withum Wealth Management
Legal name: Pinnacle Wealth Management Advisory Group, LLC
$2.3BAssets managed
798Clients
10Advisers
15 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
- 3250992
- Firm CRD
- 158332