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Thomas Michael Mcmanus

Capital Analysts

Jenkintown, PA

Lincoln Investment

Horsham, PA

CRD 2185929

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Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-07-15
  • PA RA
    APPROVED
    Since 2015-07-15

Branch Locations

101 West Avenue Suite 200, Jenkintown, PA 19046 • United States

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-04-05
  • PA RA
    APPROVED
    Since 2011-04-05

Branch Locations

5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • 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
United States Navy, Naval International Philadephia PA 07/1991 Present
Lincoln Investment Planning, Inc. Jenkintown PA 10/1991 Present
  • 07/1991 → Present
    United States Navy, Naval International
    Philadephia, PA
  • 10/1991 → Present
    Lincoln Investment Planning, Inc.
    Jenkintown, PA
Other Businesses

AXEON DEVELOPMENT , LLC POSITION: member NATURE: real estate develpment INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2017 ADDRESS: 442 Cloverly LAne, horsham, PA 19044 DESCRIPTION: admin

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-11-11
  • S63 Uniform Securities Agent State Law Examination
    1991-11-11
Designations
  • Certified Financial Planner

View on SEC IAPD

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