Thoroughbred Advisors
Financial Services
Latham, New York, United States
64 employees
- Employees
- 64
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Thoroughbred Advisors Overview
- Headquarters
- Latham, New York, United States
- Phone Number
- Available in AeroLeads
- Website
- thoroughbredadvisors.com
- Industry
- Financial Services
- Employees
- 64
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Thoroughbred Advisors
With over a decade of experience as a Financial Advisor and later Managing Director at Northwestern Mutual, Conor Boyd founded Thoroughbred Advisors with the goal of delivering a higher quality of planning, technology, and service experience to his existing and growing clientele. A consistent experience is delivered to our clients through Conor's Financial Planning Process. Thoroughbred Advisors has a network of Professionals whose expertise can be called upon during the Planning Process. These professionals may include CPA’s, Attorney’s, Pension Administrators, Actuaries, and Insurance Underwriters. This process helps ensure our clients products, plans, and professionals are working efficiently toward their financial security and prosperity. Whether you are Entering the Starting Gate, Hitting Your Stride, or Coming Down the Home Stretch, Thoroughbred Advisors will be there every step of the way to help you win your race. Conor Boyd is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and Investment Advisory Services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 421 Troy Schenectady Rd, Latham NY 12110, 518-608-4608. Thoroughbred Advisors is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc.
Thoroughbred Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Thoroughbred Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Deirdre Gibbons | Marketing Strategist & Campaign Manager - Deepening Client Relationships - Driving Revenue - Delivering Data-driven Strategies & Solutions | Guilderland, New York, United States |
Email
Phone
|
| Courtney Schingledecker | Chief Operations Officer at Thoroughbred Advisors | Albany, New York Metropolitan Area, United States |
Email
|
| Audrey Lee-Gulotty | Financial Planning Professional / 金融財務規劃管理 - 中、英文精通 - Retirement Planning - Wealth Accumulation - Tax Efficiency | Albany, New York Metropolitan Area, United States |
View
|
| Lara Smith | Agency Escalation Manager at Thoroughbred Advisors | Latham, New York, United States |
Email
|
Employees by Management Level
Individual contributor
13 profiles
Executive
2 profiles
Manager
2 profiles
Director
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 5 | 5 | 2 |
| General | 3 | 3 | 0 |
| Executive | 2 | 2 | 0 |
| Sales | 1 | 1 | 1 |
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