Sandra Catherine Thomas

Financial advisor at S.C. Thomas & Associates, Cpa, LLC · Medina, OH

Last updated 2026-10-10

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Sandra Catherine Thomas is a financial advisor at S.C. Thomas & Associates, Cpa, LLC in Medina, OH, CRD 4557650. Licenses and exams on the registration: Series 65. IAPD registration began 2017-09-22.

Registration

CRD number
4557650
Registration status
Active
IAPD registration
2017-09-22
Industry Experience
9 years
Work Experience
38 years
States registered
OH

Licenses and exams

  • Series 65

Designations

  • Personal Financial Specialist

Work history

  • 1988-01 to Present · S.C. Thomas & Associates, Cpa · Medina, OH

Current employment

SEC IAPD record for Sandra Catherine Thomas

S.C. Thomas & Associates, Cpa, LLC

Regulatory AUM
$104,552,674
Registered advisors
1
Offices
1
Average AUM per client
$968.1K (Low)
High-net-worth client ratio
26.9% (Moderate)

S.C. Thomas & Associates, Cpa, LLC: advisors, services and reported ETF investments

About

Sandra Catherine Thomas is a Personal Financial Specialist financial advisor at S.C. Thomas & Associates, Cpa, LLC in Medina, OH. Reported securities licenses include Series 65. The latest record indicates 9 years of industry experience and 38 years of reported work history. Reported roles include S.C. Thomas & Associates, Cpa.

S.C. Thomas & Associates, Cpa, LLC's firm-level Form ADV reports 1 advisors across 1 offices; approximately 108.0 clients per advisor, average assets per client of $968,080, and regulatory AUM of $104.6M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses.

What this firm offers

Filed by S.C. Thomas & Associates, Cpa, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges

Business and affiliations

  • Accountant or Accounting Firm
  • Sells Non-Advisory Products or Services

Location

3599 Reserve Commons Dr, Medina, OH 44256

1 advisor at this office.

S.C. Thomas & Associates, Cpa office in Medina, OH

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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