Todd Thomas has been an investment adviser representative at Revere Asset Management since December 2024, and is not listed among the firm’s executive officers or direct owners. Todd Thomas holds a BS in Accounting and Management Information Systems from Alfred University.
Revere Asset Management, Inc. is an Allen, TX firm with $408M under management, 501 clients and 5 advisers in one office, as of its February 2026 filing.
Todd Thomas is Financial Advisor/Portfolio Manager at Revere Asset Management. He is experienced in engineering growth stock portfolios with risk management and provides wealth management services to business owners and families. His career began as an auditor at KPMG Peat Marwick in Rochester, NY, and he later worked as a broker and head of institutional sales, co-founded the Quartz Fund, LP in April 2000, and joined Revere as an Associate Portfolio Manager.
Todd Thomas’ longest registration was 8 years at Ameritas Advisory Services (2013–2021). Before joining Revere Asset Management in 2024, Todd Thomas was registered through Ameritas Advisory Services, LLC and Ameritas Advisory Services.
- Ameritas Advisory Services, LLC– · 2 yearsBoca Raton, FL · Adviser representative · Firm CRD 317245
- Ameritas Advisory Services– · 8 yearsBoca Raton, FL · Adviser representative · Firm CRD 14869
Investment adviser representative registrations
Todd Thomas is registered as an investment adviser representative in Florida, since December 2024.
- FloridaSince 6 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| Series 57TO | Securities Trader Exam | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 15 January 2013 |
| Series 24 | General Securities Principal Examination | 8 May 2002 |
| Series 55 | Limited Representative-Equity Trader Exam | 16 December 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 January 1995 |
| Series 7 | General Securities Representative Examination | 23 December 1994 |
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Trader Exam
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Todd Michael Thomas
- CRD
- 2556617
- Firm
- Revere Asset Management · CRD 152881
- Office
- Boca Raton, FL
- Registration
- Investment adviser registration
- In the industry since
- March 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- revereasset.com
Where does Todd Thomas work?
Todd Thomas is an investment adviser representative registered through Revere Asset Management, Inc. since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Todd Thomas a financial advisor?
Yes. Todd Thomas has a current investment-adviser registration in Florida, through Revere Asset Management since December 2024.
How many years of experience does Todd Thomas have?
Todd Thomas has 31 years in the financial industry, since March 1995, across 3 adviser firms.
What exams has Todd Thomas passed?
Todd Thomas has passed 7 licensing exams: the Series 7, Series 63, Series 55, Series 24, Series 65, Series 79TO and Series 57TO. The earliest, the Series 7, was passed in December 1994. FINRA credited Todd Thomas with the SIE, which began in October 2018.
Where did Todd Thomas work before Revere Asset Management?
Before Revere Asset Management, Todd Thomas was registered through Ameritas Advisory Services, LLC, November 2021 to September 2024; Ameritas Advisory Services, March 2013 to November 2021.
Where is Todd Thomas based?
Todd Thomas’ registered office is in Boca Raton, FL.
Is Todd Thomas registered with FINRA?
No. Todd Thomas has no current broker registration.
How can I verify Todd Thomas’ record?
Search CRD 2556617 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Thomas’ full registration record.
