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Thomas E Parker

Investment adviser representative at Grandview Asset Management LLC
12 yearsExperience
1 stateRegistered in
$411.7MFirm assets
10 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
  • Seminars and workshops

Experience

12 years in the industry.

  1. Purshe Kaplan Sterling InvestmentsAug 2022 to now
  2. Grandview Asset Management LLCJun 2018 to now
  3. Hershey Entertainment and ResortsFeb 2020 to Jul 2020
  4. Temple UniversityJun 2018 to May 2022
  5. Hershey Entertainment and ResortsJun 2017 to May 2018
  6. UnemployedSep 2016 to May 2017
  7. Bishop Mcdevitt High SchoolJun 2014 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (PA).

Grandview Asset Management LLC

$411.7MAssets managed
606Clients
4Advisers
10 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
6975340
Firm CRD
172357
Advisor's SEC record (opens in a new tab)
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