Thomas Lewry has been President, Chief Compliance Officer, Financial Operations Principal of Curbstone Financial Management since February 1983, is a control person of the firm and directly owns 75% or more of it. Thomas Lewry holds a BS in Finance/Economics from Penn State University.
Curbstone Financial Management Corporation is a Manchester, NH firm with $412M under management, 277 clients and 6 advisers in one office, as of its June 2026 filing.
Thomas M. Lewry is Principal of Curbstone Financial Management Corporation. He is president and CEO and founded the firm in 1983, following several years in the financial services industry in Boston, Massachusetts. He previously served five years in the U.S. Army (Infantry), retiring as a captain, and has served as chairman of the Business Conduct Committee, New England Region, for the National Association of Securities Dealers.
- – present · 30 yearsManchester, NH · Adviser representative · Firm CRD 13348
Investment adviser representative registrations
Thomas Lewry is registered as an investment adviser representative in 3 states. The first approvals date from December 2001; the most recent is Massachusetts, in May 2026.
- LouisianaSince 9 November 2016
- MassachusettsSince 19 May 2026
- New HampshireSince 12 December 2001
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 4 | Registered Options Principal Examination | 13 June 1983 |
| Series 27 | Financial and Operations Principal Examination | 21 May 1983 |
| Series 24 | General Securities Principal Examination | 4 April 1983 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 July 1982 |
| Series 1 | Registered Representative Examination | 12 December 1972 |
- Name
- Securities Industry Essentials Examination
- Name
- Registered Options Principal Examination
- Name
- Financial and Operations Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Representative Examination
- Full name
- Thomas Mott Lewry
- CRD
- 308983
- Firm
- Curbstone Financial Management · CRD 13348
- Role
- President, Chief Compliance Officer, Financial Operations Principal
- Office
- 741 CHESTNUT STREET, Manchester, NH 03104-3002
- Registration
- Investment adviser registration
- In the industry since
- December 1972
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- curbstonefinancial.com
Where does Thomas Lewry work?
Thomas Lewry has been President, Chief Compliance Officer, Financial Operations Principal of Curbstone Financial Management Corporation since February 1983, and is a control person of the firm.
Is Thomas Lewry a financial advisor?
Yes. Thomas Lewry has a current investment-adviser registration in Louisiana, Massachusetts and New Hampshire, through Curbstone Financial Management since October 1996.
How many years of experience does Thomas Lewry have?
Thomas Lewry has 53 years in the financial industry, since December 1972, across 1 adviser firm.
What exams has Thomas Lewry passed?
Thomas Lewry has passed 5 licensing exams: the Series 1, Series 63, Series 24, Series 27 and Series 4. The earliest, the Series 1, was passed in December 1972. FINRA credited Thomas Lewry with the SIE, which began in October 2018.
Where is Thomas Lewry based?
Thomas Lewry’s registered office is in Manchester, NH.
Is Thomas Lewry registered with FINRA?
No. Thomas Lewry has no current broker registration.
How can I verify Thomas Lewry’s record?
Search CRD 308983 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Lewry’s full registration record.
- Pamela Gay DiamantisPrincipal
Melvin SeverancePrincipal- Jon SparkmanSecretary / Legal Counsel