Investment adviser representative · Stamford Bridge Wealth Management LLC
Shad A. Thomas
CRD 7645948 · East Grand Rapids, MI
At a glance
Shad A. Thomas is an investment adviser representative with Stamford Bridge Wealth Management LLC in East Grand Rapids, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Shad’s SEC record dates to 2023, about 3 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Stamford Bridge Wealth Management LLCSince March 2023East Grand Rapids, MI · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Shad’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.