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Synthesis Advisors | Financial Advisor in East Greenwich ,RI

115 Adirondack Drive
East Greenwich, RI 02818
Phone: (508) 202-0590

[Compare Tom with other financial advisors in East Greenwich, RI]

About

When you work with me, you are working with someone who is not conflicted by pressure to market proprietary products (my broker dealer,Cambridge has none). I have access to a vast array of information, products, services, and experts from retirement planning to asset allocation to help you analyze and implement a financial strategy to meet your financial needs.

30 Years of Experience


  • CRD# 4106988
  • Firm CRD# 13905
  • Insurance License# RI 1071372, Ma 1754734
  • Series 6, 26, 63, 65, 66

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in East Greenwich, RI

You will also receive free initial consultation and a free portfolio review

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Susan, a Retired School Teacher from New York


General Information
Insurance License#:   RI 1071372, Ma 1754734
Name of Broker/Dealer:   Cambridge Investment Research
Name of Custodial Firm:   National Financial
States Licensed in:   RI,MA,FL,VA,CA,NH,PA,ME
Number of Years with Current Firm:   2
Work Experience:   I have worked in either the accounting or banking
business since 1977 through 1999. In 2000 I joined
New England Financial. My current broker dealer is
Cambridge Investment Research My own company's business
name is Synthesis Advisors. I also have been a
board member of Essex County Credit Union and
Greater Lynn Mental Health
I work with the following types of clients:   Individual Investors , Businesses , Non-Profit Organizations


Services
Investment Types:   Annuities , Mutual Funds , Bonds , Stocks , Insurance , Commodities , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Health , Life , Variable Annuity , Variable Life
Financial Organization Memberships:   Financial Service Institute
Non-Financial Organization Memberships:   Appalachian Mountain Club


Firm Information
Number of Advisors in Office:   Up to 10 employees
I work with clients as part of a team:   Yes


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000.00
Compensation Methods:   Based on Assets



FAQs

Tom Manning

Tom Manning

CFS

Communities Served

RI MA
FL VA
CA NH
PA ME

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

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