Thomas Sanchez has been an investment adviser representative at Fiduciary Capital Management since April 2026, and is not listed among the firm’s executive officers or direct owners. Thomas Sanchez holds an MBA in Accounting from the University of Houston-Clear Lake and a Bachelor’s Degree in Economics from the University of Houston.
Fiduciary Capital Management LLC is a Cheyenne, WY firm with $150M under management, 74 clients and 10 advisers in one office, as of its September 2026 filing.
Thomas B. Sanchez is an Investment Adviser Representative of Fiduciary Capital Management LLC, based in Texas. He has more than 32 years of financial-services experience spanning multiple market cycles, including equity and fixed-income portfolios. He began his career in 1994 with Merrill Lynch, Pierce, Fenner & Smith, and his later roles include UBS Financial Services, LPL Financial, MSC-BD, LLC and Naples Asset Management, along with administrative responsibilities at MD Anderson Cancer Center.
Thomas Sanchez’s longest registration was 12 years at Namcoa (2014–2026). Before joining Fiduciary Capital Management in 2026, Thomas Sanchez was registered through Namcoa and Naples Asset Management Co., LLC.
- – present · under a yearSugarland, TX · Adviser representative · Firm CRD 340618
- Namcoa– · 12 yearsSugarland, TX · Adviser representative · Firm CRD 133978
- Naples Asset Management Co., LLC– · 2 yearsMooresville, NC · Adviser representative · Firm CRD 133978
- Greenbriar Financial Services, Inc.– · 1 yearHouston, TX · Adviser representative · Firm CRD 114399
- Linsco/Private Ledger Corp.– · 5 yearsHouston, TX · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Thomas Sanchez is registered as an investment adviser representative in Texas, since April 2026.
- TexasSince 6 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 18 January 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 January 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 April 1994 |
| Series 7 | General Securities Representative Examination | 14 March 1994 |
- 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 B Sanchez
- CRD
- 2437504
- Firm
- Fiduciary Capital Management · CRD 340618
- Office
- Sugarland, TX
- Registration
- Investment adviser registration
- In the industry since
- May 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fiduciarycm.com
Where does Thomas Sanchez work?
Thomas Sanchez is an investment adviser representative registered through Fiduciary Capital Management LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Thomas Sanchez a financial advisor?
Yes. Thomas Sanchez has a current investment-adviser registration in Texas, through Fiduciary Capital Management since April 2026.
How many years of experience does Thomas Sanchez have?
Thomas Sanchez has 20 years in the financial industry, since May 2006, across 4 adviser firms.
What exams has Thomas Sanchez passed?
Thomas Sanchez has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in March 1994.
Where did Thomas Sanchez work before Fiduciary Capital Management?
Before Fiduciary Capital Management, Thomas Sanchez was registered through Naples Asset Management Co., LLC, June 2010 to November 2012; Greenbriar Financial Services, Inc., February 2005 to November 2006; Linsco/Private Ledger Corp., September 2001 to November 2006.
Where is Thomas Sanchez based?
Thomas Sanchez’s registered office is in Sugarland, TX.
Is Thomas Sanchez registered with FINRA?
No. Thomas Sanchez has no current broker registration.
How can I verify Thomas Sanchez’s record?
Search CRD 2437504 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Sanchez’s full registration record.
