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Thomas Booth Email & Phone Number
Manager of Investment Services
at
McCarter Private Wealth Services
1 work email found
@nationalsecurities.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Manager of Investment Services
Location
Boston, Massachusetts, United States
Who is Thomas Booth? Overview
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Quick answer
Thomas Booth is listed as Manager of Investment Services at McCarter Private Wealth Services, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at nationalsecurities.com and a matched LinkedIn profile for Thomas Booth.
Thomas Booth previously worked as Manager of Investment Services at Mccarter & English, Llp and Manager of Investment Services at Burns & Levinson Llp. Thomas Booth studied at University Of Massachusetts At Lowell.
Company email context
Email format at McCarter Private Wealth Services
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{first_initial}{last}@nationalsecurities.com
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AeroLeads found 1 current-domain work email signal for Thomas Booth. Compare company email patterns before reaching out.
Profile bio
About Thomas Booth
Financial services professional specializing in operations and investment services. Strong communicator with excellent resolution management skills. Exceptional focus on our firm's long term growth and goals. Always willing to go the extra mile to provide a positive experience for my coworkers and for our clients.
Listed skills include Series 7, Series 63, Securities, Insurance, and 39 others.
Current workplace
Thomas Booth's current company
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9 roles
Thomas Booth work experience
A career timeline built from the work history available for this profile.
Manager Of Investment Services
CurrentManager of Investment Services for McCarter Private Wealth Services LLC (MPWS) Provide asset management and investment service solutions to our partners and their clientsOversee operations and client services at MPWSPrimary contact with Fidelity operations for resolutions management at MPWSPrimary contact for Addepar reporting solutions for MPWS.
Nov 2024 - Present
Manager Of Investment Services
Provide asset management solutions and support to our partners and their clientsOversee operations and client services for all investment accounts at B & L Asset Management LLCPrimary contact with Fidelity operations for resolutions management at B & L Asset Management LLCOversee policies and procedures for B & L Asset Management LLC with Chief Compliance.
May 2022 - Oct 2024
Vice President - Operations & Client Services
Worked on the transition team - Winslow, Evans & Crocker, Inc. to National Securities Corporation integrationImplemented policies and procedures consistent with National Securities Corp.Managed the transition of all assets from custodian Pershing LLC to custodian NFS/FidelityManaged operations and operations personnel - BostonWorked as part of the Boston.
Mar 2021 - Apr 2022
Senior Vice President - Operations & Client Services
Provided operations and resolution management for the firm.Worked on multiple clearing firms - Pershing, Schwab, Fidelity, TD Ameritrade, Raymond James & NFS.Hired operations and support staff.Managed all outgoing money movements.Designed and maintained Advent performance reporting packages for both broker/dealer and RIA.Designed and maintained Orion.
Nov 2019 - Mar 2021
Vice President - Operations & Client Services
Nov 2012 - Nov 2019
Vice President, Client Services
Oversaw day-to-day operations of independent financial advisor team for Raymond James -1,300+ accounts and $225 million under management. Made daily contact with clients and back-office personnel regarding operations and compliance.Made daily contact with branch manager regarding status of all pending business.
Sep 2009 - Apr 2012
Registered Associate
Handled day-to-day operations of 3-person satellite office.Coordinated contact between parent branch and satellite office.Handled account openings, Patriot Act compliance, client updates, estate account opening and maintenance, incoming and outgoing transfers, deposits, disbursements.Implemented a tracking system to monitor 5-year rolling history of.
Jul 2002 - Sep 2009
Registered Sales Assistant
Acquired Series 7, Series 63 & Insurance Licenses.Partnered with financial advisors to maintain and manage client accounts and sales.Assisted in gathering assets and increasing office revenues.Assisted in client account inquiries and issues.Ensured satellite office compliance with industry requirements and FINRA (formerly NASD) and SEC regulations.
Aug 1992 - Jul 2002
3 education records
Thomas Booth education
Education record
Education record
Education record
Bridgewater-Raynham Regional High School
FAQ
Frequently asked questions about Thomas Booth
Quick answers generated from the profile data available on this page.
What company does Thomas Booth work for?
Thomas Booth works for McCarter Private Wealth Services.
What is Thomas Booth's role at McCarter Private Wealth Services?
Thomas Booth is listed as Manager of Investment Services at McCarter Private Wealth Services.
What is Thomas Booth's email address?
AeroLeads has found 1 work email signal at @nationalsecurities.com for Thomas Booth at McCarter Private Wealth Services.
Where is Thomas Booth based?
Thomas Booth is based in Boston, Massachusetts, United States while working with McCarter Private Wealth Services.
What companies has Thomas Booth worked for?
Thomas Booth has worked for Mccarter Private Wealth Services, Mccarter & English, Llp, Burns & Levinson Llp, National Securities Corporation, and Winslow, Evans & Crocker, Inc..
How can I contact Thomas Booth?
You can use AeroLeads to view verified contact signals for Thomas Booth at McCarter Private Wealth Services, including work email, phone, and LinkedIn data when available.
What schools did Thomas Booth attend?
Thomas Booth studied at University Of Massachusetts At Lowell.
What skills is Thomas Booth known for?
Thomas Booth is listed with skills including Series 7, Series 63, Securities, Insurance, Mutual Funds, Financial Analysis, Investment Advisory, and Customer Service.
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