Thomas Wade has been an investment adviser representative at Pension & Wealth Management Advisors since May 2026, and is not listed among the firm’s executive officers or direct owners. Thomas Wade holds a Bachelor of Business Administration with a concentration in Finance from the University of Massachusetts, Amherst.
Pension & Wealth Management Advisors, Inc. is a Waltham, MA firm with $530M under management, 523 clients and 9 advisers in one office, as of its May 2026 filing.
Thomas E. Wade is Wealth Management Advisor at Pension & Wealth Management Advisors, with over 40 years of experience in the financial services industry. Before joining the firm he founded Devonshire Asset Management, Inc., which specialized in retirement planning and income management. His background includes serving as an equity analyst for a Boston-based money management firm and as a member of the investment committee at a Wellesley Hills wealth manager.
Thomas Wade’s longest registration was 26 years at Devonshire Asset Management, Inc. (1999–2025). Before joining Pension & Wealth Management Advisors in 2026, Thomas Wade was registered through Devonshire Asset Management, Inc.
- – present · under a yearWaltham, MA · Adviser representative · Firm CRD 309546
- Devonshire Asset Management, Inc.– · 26 yearsStoneham, MA · Adviser representative · Firm CRD 114966
Professional designations
Listed by Pension & Wealth Management Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Mutual Fund Counselor (CMFC)
Investment adviser representative registrations
Thomas Wade is registered as an investment adviser representative in Massachusetts, since May 2026.
- MassachusettsSince 4 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 September 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 April 1983 |
| Series 7 | General Securities Representative Examination | 19 March 1983 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Thomas E Wade
- CRD
- 1097200
- Firm
- Pension & Wealth Management Advisors · CRD 309546
- Office
- 800 SOUTH STREET, SUITE 160, Waltham, MA 02453
- Registration
- Investment adviser registration
- In the industry since
- March 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pensionwealth.com
Where does Thomas Wade work?
Thomas Wade is an investment adviser representative registered through Pension & Wealth Management Advisors, Inc. since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Thomas Wade a financial advisor?
Yes. Thomas Wade has a current investment-adviser registration in Massachusetts, through Pension & Wealth Management Advisors since May 2026.
How many years of experience does Thomas Wade have?
Thomas Wade has 26 years in the financial industry, since March 2000, across 2 adviser firms.
What exams has Thomas Wade passed?
Thomas Wade has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 1983.
Where did Thomas Wade work before Pension & Wealth Management Advisors?
Before Pension & Wealth Management Advisors, Thomas Wade was registered through Devonshire Asset Management, Inc., February 1999 to March 2025.
Where is Thomas Wade based?
Thomas Wade’s registered office is in Waltham, MA.
Is Thomas Wade registered with FINRA?
No. Thomas Wade has no current broker registration.
Is Thomas Wade a CFP?
Pension & Wealth Management Advisors lists Thomas Wade with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Thomas E. Wade , CFP ® , CMFC biography, pensionwealth.com
How can I verify Thomas Wade’s record?
Search CRD 1097200 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Wade’s full registration record.
