Thomas Fred Lamson

Financial advisor at Equitable Advisors, LLC

Last updated 2026-10-10

Claim your profile

Thomas Fred Lamson is a financial advisor at Equitable Advisors, LLC, CRD 1099154. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2004-03-03.

Registration

CRD number
1099154
Registration status
Active
IAPD registration
2004-03-03
Industry Experience
22 years
Work Experience
23 years
States registered
IL

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2003-05 to 2020-06 · AXA Advisors, LLC · New York, NY
  • 2003-05 to Present · Equitable Advisors, LLC · New York, NY

Current employment

SEC IAPD record for Thomas Fred Lamson

Equitable Advisors, LLC

Regulatory AUM
$47,255,793,924
Registered advisors
4,663
Offices
1,721
Clients per advisor
16.3 (Low)
Average AUM per client
$621.6K (Low)
High-net-worth client ratio
46.7% (Moderate)

Equitable Advisors, LLC: advisors, services and reported ETF investments

About

Thomas Fred Lamson is a financial advisor at Equitable Advisors, LLC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 22 years of industry experience and 23 years of reported work history. Reported roles include AXA Advisors, LLC.

Equitable Advisors, LLC's firm-level Form ADV reports 4,663 advisors across 1,721 offices; approximately 16.3 clients per advisor, average assets per client of $621,566, and regulatory AUM of $47.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Equitable Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Insurance Company or Agency
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Thomas Fred Lamson?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.