Bobby (nmn) Thomas
Investment adviser representative at Equitycompass Investment Management, LLC
19 yearsExperience
1 stateRegistered in
$220.9MFirm assets
18 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Equitycompass Investment Management, LLCSep 2010 to now
- Stifel, Nicolaus & Company, IncorporatedMar 2007 to now
- Choice Financial PartnersFeb 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (MD).
Equitycompass Investment Management, LLC
$220.9MAssets managed
163Clients
5Advisers
18 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
- 5163293
- Firm CRD
- 145420