TR
TR

Thomas Blick Reading

32 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
2,218 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Loading...

Location

1350 Old Freeport Rd. #2BF, Pittsburgh, PA, 15238

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Thomas is a director of Win-Sum Ski Corp, a year-round resort in Ellicottville, NY, since 1999. He spends minimal time on this activity, possibly even less during securities trading hours.

Employment History
Current Registrations
Courier Capital, LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Hnp Capital LLC
March 2016 - May 2023 · 7 yrs 2 mos
PNC InvestmentsBroker
June 2004 - March 2016 · 11 yrs 9 mos
PNC Investments
June 2004 - March 2016 · 11 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2002 - June 2004 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2002 - June 2004 · 1 yr 11 mos
Morgan Stanley Dw INC.Broker
April 1993 - July 2002 · 9 yrs 3 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.