TB
CFA

Thomas Pender Balestrery

6 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Advisor Information

Office location

150 W Burberry Circle, The Woodlands, TX, 77384

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Regulatory 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.

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Other Business Activities

Thomas is the owner and president of Appian Capital, an asset management firm, since 2003. He dedicates about 10-20% of his time to asset management duties.

Employment History
Current Registrations
Novodyn Advisors LLC
February 2025 - Present · 11 mos
Previous Registrations
Novodyn Advisors LLC
March 2021 - December 2024 · 3 yrs 9 mos
Novodyn Advisors LLC
June 2011 - December 2012 · 1 yr 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.