Thomas John Lorenz
Investment adviser representative at Webull Advisors LLC
11 yearsExperience
1 stateRegistered in
$48.9MFirm assets
7 yearsFirm in business
Are you Thomas John Lorenz? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Webull Advisors LLCMay 2025 to now
- Webull Financial LLCMay 2025 to now
- Webull TechnologiesMay 2025 to now
- LPL FinancialAug 2024 to May 2025
- Vanderbilt Financial GroupFeb 2022 to Aug 2024
- Farmingdale State CollegeAug 2017 to Dec 2021
- Suffolk County Community CollegeJan 2017 to Jun 2017
- Franklin Pierce UniversityAug 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Webull Advisors LLC
$48.9MAssets managed
28,867Clients
12Advisers
7 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
- 6653627
- Firm CRD
- 304881