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Thomas Fitzsimmons

Member at WebsterRogers Financial Advisors

Firm officerUpdated

Thomas Fitzsimmons has held the title Member at Websterrogers Financial Advisors, LLC, a Florence, SC investment adviser managing $461M, since January 2001.

25
Years in role
$461M
Firm AUM
328
Firm clients
7
Firm advisers

From Form ADV filed 6 March 2026Form ADV

Career

Thomas Fitzsimmons is not listed as a control person, but directly owns between 5% and 10% of WebsterRogers Financial Advisors.

WebsterRogers Financial Advisors is an investment adviser based in Florence, SC, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $461 million, as filed on 6 March 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
5300431
Role
Member
In role since
January 2001 · 25 years
Control person
Not listed
Direct ownership
5% to 10%
Firm headquarters
Florence, SC
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Thomas Fitzsimmons work?

Thomas Fitzsimmons has held the title Member at Websterrogers Financial Advisors, LLC since January 2001.

Source: Form ADV, Schedule A, filed 6 March 2026

How can I verify Thomas Fitzsimmons’ record?

Thomas Fitzsimmons’ role is listed on Websterrogers Financial Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 121006.

Source: Form ADV, Schedule A, filed 6 March 2026

Leadership at WebsterRogers Financial Advisors

Sources

  1. IAPD individual lookup, CRD 5300431, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Websterrogers Financial Advisors, LLC, filed 6 March 2026. Title, control and ownership bands.