Thomas E Wade

Employer firm

Pension & Wealth Management Advisors CRD 309546

$530M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/1999 → Present
  Devonshire Asset Management, Inc.
  Winchester, MA

Previous Registrations

• 1999-02-04 → 2025-03-20
  Devonshire Asset Management, Inc.
  Stoneham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-09-10
• S63 Uniform Securities Agent State Law Examination
  1983-04-11

Designations

• Certified Financial Planner

Other Names

• Thomas Emerson Wade