Eric James Thomson

Employer firm

Zarathustra Wealth Management CRD 330510

$3.00M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 08/2019
  Edward Jones
  St Louis, MO
• 01/2018 → 05/2019
  Staples Business Advantage
  Sharon, MA
• 10/2017 → 01/2018
  Amica Insurance
  Lincoln, RI
• 03/2017 → 09/2017
  Coastal Financial Planning
  Lincoln, RI
• 01/2015 → 02/2017
  Schneider Electric/Apc
  West Kingston, RI
• 09/2019 → Present
  Coastal Financial Planning
  Lincoln, RI
• 01/2020 → Present
  Coastal Financial Planning
  Lincoln, RI

Previous Registrations

• 2019-09-04 → 2025-01-23
  Coastal Financial Planning, Inc.
  Lincoln, RI
• 2019-07-15 → 2019-08-19
  Edward Jones
  N Providence, RI
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-07-12

Other Names

• Eric Thomson
• Eric James Thomson