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Thomas Cefalu

Investment adviser representative at Downtown Wealth Studios, LLC
10 yearsExperience
6 statesRegistered in
$563.5MFirm assets
3 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 assetsFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Downtown Wealth Studios, LLCDec 2024 to now
  2. PaycomMar 2024 to Oct 2024
  3. General AtlanticJan 2022 to Dec 2023
  4. AlphasightsJul 2021 to Jan 2022
  5. En FuegoJun 2019 to Aug 2019
  6. RedbullOct 2018 to May 2021
  7. En FuegoJun 2018 to Aug 2018
  8. Merrill LynchJun 2018 to Jul 2018
  9. New York UniversityAug 2017 to May 2021
  10. Merrill LynchOct 2016 to May 2017
  11. Firebrand SaintsJun 2016 to Aug 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 6 states (AZ, CA, FL, MA, NH, NY).

Downtown Wealth Studios, LLC

$563.5MAssets managed
46Clients
4Advisers
3 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
6708562
Firm CRD
325213
Advisor's SEC record (opens in a new tab)
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