Thomas Stockett

from Cleveland Wealth, LLC
SEC regulated
Regulated Investment Advisor
Thomas Stockett is a financial advisor based in Ohio, Cleveland, with 19 years of experience. Thomas currently works for Cleveland Wealth, LLC. Thomas maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser 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 Stockett works at Cleveland Wealth, LLC
Cleveland Wealth, LLC is a financial advisory firm based in Cleveland, Ohio. It currently has approximately $2,607,137 of assets under management and employs about 6 people. Cleveland Wealth, LLC uses a fee structure of a percentage of assets under your management, fixed fees and selection of other advisers fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management, fixed fees and selection of other advisers fees
Office location
600 Superior Avenue East, Suite 2550, Cleveland, Ohio, 44114

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