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Andrew Ford Tomson

Macquarie Investment Management Business Trust
17 Years of Experience
Broker
View SEC Summary
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Areas of Practice
Investment Management
Macquarie Investment Management Business Trust
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
377 clients
Average Client Portfolio
$506.5M average
Assets Under Management
$191.0B

Fee Structure

Financial Planning:Investment management only

Location

610 Market Street, Philadelphia, PA, 19106

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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.

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Employment History
Current Registrations
Macquarie Investment Management Business Trust
February 2023 - Present · 3 yrs
Delaware Distributors, L.P.Broker
February 2023 - Present · 3 yrs
Delaware Distributors, L.P.
February 2023 - Present · 3 yrs
Previous Registrations
Thornburg Investment Management INC
November 2022 - February 2023 · 3 mos
Thornburg Securities CorporationBroker
November 2022 - February 2023 · 3 mos
Macquarie Investment Management Business Trust
April 2020 - September 2022 · 2 yrs 5 mos
Delaware Capital Management Advisers, INC
August 2012 - April 2020 · 7 yrs 8 mos
Delaware Distributors, L.P.Broker
August 2010 - September 2022 · 12 yrs 1 mo
J.P. Morgan Securities INC.Broker
October 2008 - October 2009 · 1 yr
J.P. Morgan Securities INC.Broker
January 2007 - October 2008 · 1 yr 9 mos
State Registrations4 states
ILMIPAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.