Thomas Goldsmith has been CCO of Flagship Capital Management since March 2026, is not listed as a control person, but directly owns under 5% of the firm. Thomas Goldsmith holds a Bachelor of Science in Finance from St. Joseph's University.
Flagship Capital Management Inc is a Media, PA firm with $200M under management, 176 clients and 3 advisers in one office, as of its March 2026 filing.
T. Patrick Goldsmith is Vice President - Portfolio Manager of Flagship Capital Management, based in Media, PA. Patrick joined Flagship in 2012 as an investment analyst and currently serves as a lead portfolio manager, head of equity research and member of the investment committee. Before Flagship, he spent five years at Susquehanna International Group, where he worked on the energy and commodities desk and in the Investment Banking department.
- – present · 14 yearsMedia, PA · Adviser representative · Firm CRD 108354
Professional designations
Listed by Flagship Capital Management
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Thomas Goldsmith is registered as an investment adviser representative in Pennsylvania, since March 2012.
- PennsylvaniaSince 27 March 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 March 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 November 2007 |
| Series 7 | General Securities Representative Examination | 14 November 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Thomas Patrick Goldsmith
- CRD
- 5434689
- Firm
- Flagship Capital Management · CRD 108354
- Role
- CCO
- Office
- 400 W STATE STREET, Media, PA 19063
- Registration
- Investment adviser registration
- In the industry since
- March 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- flagshipcap.com
Where does Thomas Goldsmith work?
Thomas Goldsmith has been CCO of Flagship Capital Management Inc since March 2026.
Is Thomas Goldsmith a financial advisor?
Yes. Thomas Goldsmith has a current investment-adviser registration in Pennsylvania, through Flagship Capital Management since March 2012.
How many years of experience does Thomas Goldsmith have?
Thomas Goldsmith has 14 years in the financial industry, since March 2012, across 1 adviser firm.
What exams has Thomas Goldsmith passed?
Thomas Goldsmith has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 2007.
Where is Thomas Goldsmith based?
Thomas Goldsmith’s registered office is in Media, PA.
Is Thomas Goldsmith registered with FINRA?
No. Thomas Goldsmith has no current broker registration.
Is Thomas Goldsmith a CFA charterholder?
Flagship Capital Management lists Thomas Goldsmith with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Thomas Goldsmith’s record?
Search CRD 5434689 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Goldsmith’s full registration record.