Inactive

Kevin Byrne Thomas

Constellation Wealth Advisors

Claim This Profile

Current Employers

Constellation Wealth Advisors

255 East Fifth St. Suite 3000, Cincinnati, OH 45202 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2017-03-02

OH RA
APPROVED

Since 2017-03-02

Branch Locations

255 East Fifth St. Suite 3000, Cincinnati, OH 45202 • 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

Organization	City	State	From	To
Quadrant Family Wealth Advisors	Cincinnati	OH	03/2015	Present
Constellation Wealth Advisors, Llc	Cincinnati	OH	06/2018	Present

03/2015 → Present

Quadrant Family Wealth Advisors

Cincinnati, OH
06/2018 → Present

Constellation Wealth Advisors, Llc

Cincinnati, OH

Previous Registrations

2018-06-08 → 2020-05-28

Constellation Wealth Advisors, Llc

Cincinnati, OH

Designations

View on SEC IAPD

Other Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC

OSAIC WEALTH, INC.

BAHL & GAYNOR LLC

BRIXEY & MEYER CAPITAL LLC

OPUS CAPITAL MANAGEMENT

FORMIDABLE ASSET MANAGEMENT, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER

ANDERS KRISTIAN JUEL

CHARLES FREDERICK HAIS

CHRISTOPHER CHARLES HAIS

CHARLES MICHAEL HAIS

JEFFREY ROBERT WALKUP

MICHAEL WILLIAM POPIL

BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH

OSAIC WEALTH, INC. · CINCINNATI, OH

BAHL & GAYNOR LLC · CINCINNATI, OH

BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH

OPUS CAPITAL MANAGEMENT · CINCINNATI, OH

FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH

RC CAPITAL · CINCINNATI, OH

STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor