TB
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
85 clients
Average Client Portfolio
$473K average
Assets Under Management
$40.2M
Fee Structure
This brochure supplement does not contain any fee information. Refer to the Davinci Capital Management, Inc. brochure for fee details.
Areas of Practice
Insurance Planning
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Advisor Information
Office location
801 Cambridge St., Cambridge, MA, 02141
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is involved with Comprehensive Insurance Providers, focusing on fixed insurance (non-securities related), dedicating a few hours per week. Thomas also owns rental property in Dorchester, MA, but devotes minimal time to it.
Employment History
Current Registrations
Davinci Capital Management INC.
June 2024 - Present · 1 yr 7 mos
Davinci Capital Management, INC. Broker
May 2013 - Present · 12 yrs 8 mos
Previous Registrations
First Allied Securities, INC.Broker
February 2008 - April 2013 · 5 yrs 2 mos
MML Investors Services, INC. Broker
November 2005 - December 2007 · 2 yrs 1 mo
State Registrations3 states
CTMANH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.