TM
PFS
TM
PFS

Thomas Mccabe

17 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
425 clients
Average Client Portfolio
$998K average
Assets Under Management
$424.2M

Fee Structure

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

23 Royal Road, Suite 101, Flemington, NJ, 08822

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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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Other Business Activities

Thomas is an adjunct professor teaching accounting at Rider University, spending minimal time. He is also a member/registered admin at Alliance Wealth Management Group, dedicating nearly full-time hours, and the CEO of Alliance Worldwide, spending about 10-20% of his time advising companies. Finally, Thomas owns Sugar Hill Capital, a holding company for personal assets, spending a few hours per week.

Employment History
Current Registrations
Alliance Wealth Management Group, LLC
May 2017 - Present · 8 yrs 9 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2014 - Present · 11 yrs 5 mos
Previous Registrations
Triad Advisors, INC.Broker
November 2011 - September 2014 · 2 yrs 10 mos
LPL Financial LLCBroker
May 2009 - November 2011 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2007 - March 2009 · 1 yr 3 mos
State Registrations3 states
NJPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Thomas Mccabe - Financial Advisor | TrueAdvisor