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President · Verdence Capital Advisors, LLC

Thomas J. New

CRD 3084313 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Verdence Capital Advisors, LLC, an SEC-registered wealth manager based in Hunt Valley, MD with $4.6 billion in regulatory assets, lists Thomas J. New on its Form ADV as President, a control person. The SEC filings also name Thomas at 1 other registered adviser.

Firms and roles

AtlasMembers

Thomas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Leo J. KellyChief Executive Officer, Verdence Capital Advisors, LLC
  • Kevin M. CuffChief Compliance Officer & Chief Operating Officer, Verdence Capital Advisors, LLC
  • Matthew A AndrulotElected Manager, Executive Director, Independent Access Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.