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Thomas E Wade

Pension & Wealth Management Advisors

Waltham, MA

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Current Employers
Pension & Wealth Management Advisors

800 South Street Suite 160, Waltham, MA 02453 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-04
  • MA RA
    APPROVED
    Since 2026-05-04

Branch Locations

800 South Street Suite 160, Waltham, MA 02453 • 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
Devonshire Asset Management, Inc. Winchester MA 01/1999 Present
  • 01/1999 → Present
    Devonshire Asset Management, Inc.
    Winchester, MA
Previous Registrations
  • 1999-02-04 → 2025-03-20
    Devonshire Asset Management, Inc.
    Stoneham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-09-10
S63 Uniform Securities Agent State Law Examination 1983-04-11
  • S65 Uniform Investment Adviser Law Examination
    1993-09-10
  • S63 Uniform Securities Agent State Law Examination
    1983-04-11
Designations
Other Names
  • Thomas Emerson Wade

View on SEC IAPD

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