Profile
Mr. Tom W.
Farrell is Wealth Advisor at RegentAtlantic Capital LLC.
Prior to joining RegentAtlantic Capital LLC in 2000, Mr. Farrell worked at MetLife Bank NA.
Mr. Farrell received his BA from Bucknell University.
He is a Certified Financial Planner.
Former positions of Tom W. Farrell
Companies | Position | End |
---|---|---|
RegentAtlantic Capital LLC
RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Portfolio Manager-Equities | 2014-09-22 |
MetLife Bank NA
MetLife Bank NA Major BanksFinance MetLife Bank N.A. is a federally chartered bank that offers high-yield savings, certificates of deposit, money market accounts, individual retirement accounts and residential mortgages. The company was founded in 2001 and is headquartered in Bridgewater, New Jersey. | Corporate Officer/Principal | - |
Training of Tom W. Farrell
Bucknell University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
---|---|
RegentAtlantic Capital LLC
RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Finance |
MetLife Bank NA
MetLife Bank NA Major BanksFinance MetLife Bank N.A. is a federally chartered bank that offers high-yield savings, certificates of deposit, money market accounts, individual retirement accounts and residential mortgages. The company was founded in 2001 and is headquartered in Bridgewater, New Jersey. | Finance |
- Stock Market
- Insiders
- Tom W. Farrell