Thomas J Herlihy
Investment adviser representative at Means Wealth Management
12 yearsExperience
1 stateRegistered in
$1.6BFirm assets
11 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Means Wealth ManagementJan 2022 to now
- Bangor Savings BankJun 2010 to Jan 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (ME).
Means Wealth Management
Legal name: Means Investment Co., Inc.
$1.6BAssets managed
1,375Clients
13Advisers
11 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
- 7497199
- Firm CRD
- 2748