Thomas Christopher Massie

Employer firm

Massie Financial Planning Inc. CRD 324095

$66.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RETIREMENT PLANS

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

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

Current Employers

Employment History

• 09/2014 → 03/2021
  Tiaa-Cref
  Fairfax, VA
• 09/2014 → 03/2021
  Tiaa-Cref Individual & Institutional Services, Llc
  Fairfax, VA
• 03/2021 → 12/2021
  Reframe Wealth, Llc
  Fairfax, VA
• 01/2022 → Present
  Reframe Wealth Llc D/B/A Massie Financial Planning, Llc
  Fairfax, VA

Previous Registrations

• 2021-04-02 → 2023-01-09
  Reframe Wealth, Llc
  Fairfax, VA
  Alexandria, VA
  Alexandria, VA
  Fairfax, VA
  Alexandria, VA
• 2014-10-24 → 2021-03-03
  Tiaa-Cref Individual & Institutional Services, Llc
  Washington, DC
  Fairfax, VA
• 2014-01-24 → 2014-09-15
  Commonwealth Financial Network
  Fairfax, VA
• 2012-11-28 → 2013-01-31
  Asset Management Group, Inc.
  Stamford, CT
• 2011-10-17 → 2012-11-07
  First Command Brokerage Services, Inc.
  Annapolis, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-14
• S63 Uniform Securities Agent State Law Examination
  2011-09-30

Designations

• Certified Financial Planner

Other Names

• Thomas C Massie