Thomas Massebeau is a control person of Compass Financial Advisory Services and directly owns under 5% of it.
Compass Financial Advisory Services is an investment adviser based in Ormond Beach, FL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $527 million, as filed on 12 August 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 2525309
- Firm
- Compass Financial Advisory Services · CRD 316843
- Role
- President
- In role since
- September 2021 · 5 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Ormond Beach, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Thomas Massebeau work?
Thomas Massebeau has been President of Compass Financial Advisory Services, LLC since September 2021, and is a control person of the firm.
How can I verify Thomas Massebeau’s record?
Thomas Massebeau’s role is listed on Compass Financial Advisory Services, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 316843.
