Thomas Merritts

Current Employers

Employment History

• 08/2025 → Present
  Raymond James Financial Services, Inc.
  Valhalla, NY
• 07/2023 → 12/2023
  State Street
  Boston, MA
• 02/2022 → 06/2022
  Federated Hermes Mdt Advisers
  Boston, MA
• 06/2021 → 08/2021
  Quantumview Wealth Management
  Valhalla, NY
• 07/2015 → 06/2016
  Pleasantville Middle School
  Pleasantville, NY
• 08/2016 → 06/2020
  Pleasantville High School
  Pleasantville, NY
• 08/2022 → 12/2022
  Queen Mary University Of London
  London
• 09/2020 → 04/2025
  Northeastern University
  Boston, MA
• 04/2025 → 08/2025
  Unemployed
  Pleasantville, NY
• 10/2025 → Present
  Raymond James Financial Services Advisors, Inc
  Valhalla, NY

Other Businesses

(1)Name of Business: QuantumView Wealth Management Address: 200 Summit Lake Dr Ste 360, Valhalla, NY, 10595-1338, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/05/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I work with clients to understand their goals and create a clear plan to help them reach them. I help with budgeting, saving, investing, retirement planning, and major financial decisions. I also track progress over time, adjust strategies when things change, and provide ongoing guidance to keep clients on the right path financially.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-16