Alicia Marie Thomas

Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 12/2017 → 10/2020
  The Jensen Group At Morgan Stanley
  Colorado Springs, CO
• 06/2014 → 07/2017
  Peoples United Bank, N.A.
  Bellows Falls, VT
• 08/2017 → 12/2017
  East Coast Deli
  Colorado Springs, CO
• 12/2017 → 10/2020
  Morgan Stanley
  Colorado Springs, CO
• 08/2021 → 11/2021
  Td Bank N.A.
  Keene, NH
• 12/2021 → Present
  Td Private Client Wealth Llc
  Keene, NH
• 10/2020 → 08/2021
  Td Bank Na
  Keene, NH
• 12/2021 → Present
  Td Bank N.A.
  Keene, NH

Other Businesses

-the name of the other business; Donovan's -whether the business is investment-related; No, it's not investment related. -the address of the other business; 65 Rockingham Rd Bellows Falls, VT 05101 -the nature of the other business; Restaurant/Pub - serving food and beverages -your position; Server -title, or relationship with the other business; Server/Employee -the start date of your relationship; -the approximate number of hours/month you devote to the other business; -the number of hours you devote to the other business during securities trading hours; -and briefly describe your duties relating to the other business;

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-01

Other Names

• Alicia Marie Thomas
• Alicia Thomas