Thomas Robert Beeby

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

• 07/2023 → 05/2025
  Simon Quick Advisors
  New York, NY
• 06/2018 → 05/2023
  Prime Time Lacrosse
  Cross River, NY
• 05/2021 → 08/2021
  Magnetar Capital
  Evanston, IL
• 05/2020 → 08/2020
  Beeby Clark Meyler Advertising
  Stamford, CT
• 08/2018 → 05/2023
  University Of Delaware
  Newark, DE
• 05/2016 → 08/2019
  Waccabuc Country Club Summer Camp Counselor
  Waccabucc, NY
• 06/2014 → 05/2018
  John Jay High School
  Cross River, NY
• 06/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 06/2025 → Present
  Foundations Financial Partners
  Doylestown, PA

Other Businesses

1. Fixed insurance sales; as of 10/01/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2025-09-20

Other Names

• Thomas Beeby