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Synthesis Advisors | Financial Advisor in East Greenwich ,RI

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

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


Only if You Care to

Protect Your Nest Egg

And potentially grow it

You will research and find the right advisor
  • Experience
  • Past Results
  • Fee Schedules
  • Investment Style
  • Professionalism
  • Credentials

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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