Profil
Mr. Tom W.
Farrell is Wealth Advisor at RegentAtlantic Capital LLC.
Prior to joining RegentAtlantic Capital LLC in 2000, Mr. Farrell worked at MetLife Bank NA.
Mr. Farrell received his BA from Bucknell University.
He is a Certified Financial Planner.
Anciens postes connus de Tom W. Farrell
| Sociétés | Poste | Fin |
|---|---|---|
RegentAtlantic Capital LLC
 RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Gestionnaire de Portefeuille-Actions | 23/09/2014 |
MetLife Bank NA
 MetLife Bank NA Major BanksFinance MetLife Bank N.A. is a federally chartered bank that offers high-yield savings, certificates of deposit, money market accounts, individual retirement accounts and residential mortgages. The company was founded in 2001 and is headquartered in Bridgewater, New Jersey. | Corporate Officer/Principal | - |
Formation de Tom W. Farrell
| Bucknell University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
RegentAtlantic Capital LLC
RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Finance |
MetLife Bank NA
MetLife Bank NA Major BanksFinance MetLife Bank N.A. is a federally chartered bank that offers high-yield savings, certificates of deposit, money market accounts, individual retirement accounts and residential mortgages. The company was founded in 2001 and is headquartered in Bridgewater, New Jersey. | Finance |
