Synthesis Advisors | Financial Advisor in East Greenwich ,RI

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


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

Warning: NOT meant for somebody

Who Would Settle for Any Advisor

And risk their retirement

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:   Businesses , Individual Investors , Non-Profit Organizations

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

Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Health , Variable Annuity , Variable Life , 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

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


Tom Manning

Tom Manning


Communities Served


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