Norman Shaw Macqueen

Employer firm

Thrive Wealth Management, LLC CRD 168777

$1.58B regulatory AUM 19 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2015 → Present
  Thrive Wealth Management, Llc
  Audubon, PA

Previous Registrations

• 2000-11-27 → 2015-04-30
  Northeast Advisers, Inc.
  Paoli, PA

Other Businesses

InFaith: Investment-related: Yes; Exton, Pennsylvania; Faith-based ministry and missions; Investment Committee Chair and Trustee; Start date: June 2022; Approximately 1 hour per week

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-06
• S63 Uniform Securities Agent State Law Examination
  1994-04-22

Other Names

• Norman Shaw Iii Macqueen