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Thomas Sneed

Advanced Portfolio Strategies

Evanston, IL

Torrance, CA

CRD 2001316

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Employer firm

Advanced Portfolio Strategies CRD 284697

$217M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Advanced Portfolio Strategies

3625 Del Amo Blvd Suite 190, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2021-12-13
  • CA RA
    APPROVED_RES
    Since 2021-12-13

Branch Locations

909 Daviss St Ste 500, Evanston, IL 60201 • United States

3625 Del Amo Blvd Suite 190, Torrance, CA 90503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed Barcelona 11/2011 06/2021
Wicklow Advisors, Inc Evanston IL 02/2019 Present
Aps Management Group, Inc. Evanston IL 11/2021 Present
  • 11/2011 → 06/2021
    Self Employed
    Barcelona
  • 02/2019 → Present
    Wicklow Advisors, Inc
    Evanston, IL
  • 11/2021 → Present
    Aps Management Group, Inc.
    Evanston, IL
Other Businesses

CPA- TAX ADVISORY

Other Names
  • Thomas Edmurd Sneed
  • Tom Sneed
  • Thomas Edmund Sneed

View on SEC IAPD

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