Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED_RES | 2019-04-02 |
Branch Locations
7 Electric Avenue, Leominster, MA 01453 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomas Wheeler Cpa | Leominster | MA | 06/1990 | Present |
| Steward Partners Investment Advisory, Llc | New York | NY | 02/2019 | Present |
(1) Owner, Thomas Wheeler, CPA since 6/1990. Non-investment related. Approx 40 hrs per week during trading hours. (2) Solicitor, Steward Partners Investment Advisory, since 2/2019. Investment-related. Negligible time spent during trading hours.
Reach out to this advisor