Thomas Widney Greider
Investment adviser representative at Zuna, LLC
21 yearsExperience
1 stateRegistered in
$411.3MFirm assets
6 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.
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Zuna, LLCNov 2021 to now
- UnemployedFeb 2021 to Nov 2021
- Roehl & Yi Investment Advisors, LLCOct 2005 to Feb 2021
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (OR).
Zuna, LLC
$411.3MAssets managed
58Clients
3Advisers
6 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
- 4987763
- Firm CRD
- 306113