David Michael Thome

CFP

21 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningBusiness OwnersHigh Net Worth

Fiducient Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

64 advisors

Number of Clients

1,148 clients

Average Client Portfolio

$58.9M average

Assets Under Management

$67.6B

Fee Structure

Location

1430 Spring Hill Road #320, Mclean, VA, 22102

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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.

Employment History

Current Registrations

Fiducient Advisors LLC

March 2018 - Present · 7 yrs 11 mos

Previous Registrations

Orion Investment Advisors, LLC

January 2016 - March 2018 · 2 yrs 2 mos

Purshe Kaplan Sterling InvestmentsBroker

January 2016 - June 2017 · 1 yr 5 mos

Morgan Stanley

February 2012 - February 2016 · 4 yrs

Morgan StanleyBroker

February 2012 - February 2016 · 4 yrs

Suntrust Investment Services, INC.Broker

December 2008 - January 2012 · 3 yrs 1 mo

Suntrust Investment Services, INC.

December 2008 - January 2012 · 3 yrs 1 mo

Citigroup Global Markets INC.Broker

May 2007 - December 2008 · 1 yr 7 mos

Citigroup Global Markets INC.

May 2007 - December 2008 · 1 yr 7 mos

Citicorp Investment Services

September 2006 - May 2007 · 8 mos

Citicorp Investment ServicesBroker

August 2006 - May 2007 · 9 mos

Suntrust Investment Services, INC.

September 2004 - August 2006 · 1 yr 11 mos

Suntrust Investment Services, INC.Broker

April 2004 - August 2006 · 2 yrs 4 mos

State Registrations2 states

TXVA

Advisor

Exams

No exam information available for this advisor.