Thomas Condon has been an investment adviser representative at Condon Wealth Management since November 2003, and is not listed among the firm’s executive officers or direct owners. Thomas Condon holds a Bachelor's degree in Accounting from Bentley University.
Condon Wealth Management, Inc. is a Plymouth, MA firm with $122M under management, 228 clients and 2 advisers in one office, as of its July 2026 filing.
Thomas L. Condon is Founder/Financial Planner/Financial Manager of Condon Wealth Management, Inc., based in Plymouth, MA. He has over forty years as the principal in an accounting practice, advising clients on building businesses and growing personal wealth. He founded Condon Wealth Management as a continuation of that work.
Thomas Condon’s longest registration is the current one, 22 years at Condon Wealth Management since 2003. Before joining Condon Wealth Management in 2003, Thomas Condon was registered through US Financial Advisors, LLC.
- – present · 22 yearsPlymouth, MA · Adviser representative · Firm CRD 128409
- US Financial Advisors, LLC– · 5 yearsPlymouth, MA · Adviser representative · Firm CRD 108763
Professional designations
Listed by Condon Wealth Management
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Thomas Condon is registered as an investment adviser representative in Massachusetts, since November 2003.
- MassachusettsSince 20 November 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 53 | Municipal Securities Principal Examination | 27 January 2004 |
| Series 24 | General Securities Principal Examination | 28 January 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 7 July 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 July 1999 |
| Series 7 | General Securities Representative Examination | 2 June 1999 |
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Thomas Leo Condon
- CRD
- 3232970
- Firm
- Condon Wealth Management · CRD 128409
- Office
- 15 CASWELL LANE, Plymouth, MA 02360
- Registration
- Investment adviser registration
- In the industry since
- August 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- condonwealth.com
Where does Thomas Condon work?
Thomas Condon is an investment adviser representative registered through Condon Wealth Management, Inc. since November 2003, and is not listed among the firm’s executive officers or direct owners.
Is Thomas Condon a financial advisor?
Yes. Thomas Condon has a current investment-adviser registration in Massachusetts, through Condon Wealth Management since November 2003.
How many years of experience does Thomas Condon have?
Thomas Condon has 27 years in the financial industry, since August 1999, across 2 adviser firms.
What exams has Thomas Condon passed?
Thomas Condon has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 24 and Series 53. The earliest, the Series 7, was passed in June 1999.
Where is Thomas Condon based?
Thomas Condon’s registered office is in Plymouth, MA.
Is Thomas Condon registered with FINRA?
No. Thomas Condon has no current broker registration.
How can I verify Thomas Condon’s record?
Search CRD 3232970 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Condon’s full registration record.
