Michael Thomas

Financial advisor at Mg Financial LLC · Braintree, MA

Last updated 2026-10-10

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Michael Thomas is a financial advisor at Mg Financial LLC in Braintree, MA, CRD 8158706. Licenses and exams on the registration: Series 65. IAPD registration began 2025-11-13.

Registration

CRD number
8158706
Registration status
Active
IAPD registration
2025-11-13
Industry Experience
0 years
Work Experience
10 years
States registered
MA

Licenses and exams

  • Series 65

Work history

  • 2016-05 to Present · Mg Financial LLC · Braintree, MA

Current employment

SEC IAPD record for Michael Thomas

Mg Financial LLC

Regulatory AUM
$1,128,972,031
Registered advisors
3
Offices
1
Average AUM per client
$8.2M (Moderate)
High-net-worth client ratio
62.8% (High)

Mg Financial LLC: advisors, services and reported ETF investments

About

Michael Thomas is a financial advisor at Mg Financial LLC in Braintree, MA. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 10 years of reported work history.

Mg Financial LLC's firm-level Form ADV reports 3 advisors across 1 offices; approximately 45.7 clients per advisor, average assets per client of $8,240,672, and regulatory AUM of $1.1B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Pooled Investment Vehicles, and Selection of Other Advisers.

What this firm offers

Filed by Mg Financial LLC on Form ADV.

Client services

  • Financial Planning Services
  • Pooled Investment Vehicles
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Other

Business and affiliations

  • Other Investment Adviser (Incl. Financial
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Location

30 Braintree Hill Office Park, Braintree, MA 02184

3 advisors at this office.

Mg Financial office in Braintree, MA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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