Thomas Saunders

from Winthrop Partners - Wny, LLC
SEC regulated
Regulated Investment Advisor
Thomas Saunders is a financial advisor based in New York, Buffalo, with 5 years of experience. Thomas currently works for Winthrop Partners - Wny, LLC. Thomas maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Thomas Saunders works at Winthrop Partners - Wny, LLC
Winthrop Partners - Wny, LLC is a financial advisor based in Buffalo, New York. It currently has around $130,474,634 of assets under management and employs approximately 4 people. The main advice areas covered by Winthrop Partners - Wny, LLC are: financial planning services, portfolio management for individuals and/or small businesses, pension consulting services and educational seminars/workshops. Winthrop Partners - Wny, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
295 Main Street, Suite 840, Buffalo, New York, 14203

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