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Bobby Thomas
15 Years of Experience
Baltimore, MD
Bobby Thomas is a registered investment advisor at Equitycompass Investment Management, LLC, based in Baltimore, MD, with 15 years of industry experience. Bobby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 158 clients with $220M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$222.6M
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Location
One South Street 16th Floor, Baltimore, MD, 21202
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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 →Employment History
Current Registrations
Equitycompass Investment Management, LLC
September 2010 - Present · 15 yrs 7 mos
State Registrations1 state
MD
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.