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Thomas Anthony Piro

Investment adviser representative at Osborne Partners
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2.7BFirm 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 assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Osborne PartnersApr 2021 to now
  2. Osborne Partners Capital Management, LLCApr 2021 to now
  3. Baker Avenue Asset Management LPMay 2017 to Apr 2021
  4. Self-employedNov 2016 to May 2017
  5. The Mcbride GroupMar 2015 to Nov 2016

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 3 states (CA, PA, TX).

Osborne Partners

Legal name: Osborne Partners Capital Management LLC

$2.7BAssets managed
734Clients
11Advisers
27 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
6293895
Firm CRD
108100
Advisor's SEC record (opens in a new tab)
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