Thomas Reading is a registered investment advisor at Courier Capital, LLC, based in Pittsburgh, PA, with 23 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,218 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Courier Capital's fees for investment management are based on a percentage of the value of your portfolio, ranging from 0% to 1.50% annually. The specific fee depends on factors like the amount and types of assets managed, the number of accounts, the length of the relationship, and the advisory service selected.
Location
1350 Old Freeport Rd. #2BF, Pittsburgh, PA, 15238
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Regulatory History
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
Previous Registrations
Hnp Capital LLC
PNC Investments
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 states
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