Thomas Tierney Wolfson
Financial advisor at First Light Retirement, LLC · Del Mar, CA
Last updated 2026-10-10
Claim your profileThomas Tierney Wolfson is a financial advisor at First Light Retirement, LLC in Del Mar, CA, CRD 1470824. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1997-07-08.
Registration
- CRD number
- 1470824
- Registration status
- Active
- IAPD registration
- 1997-07-08
- Industry Experience
- 29 years
- Work Experience
- 19 years
- States registered
- CA, ID
Licenses and exams
- Series 63
- Series 65
Work history
- 2009-05 to 2016-11 · Wells Fargo Advisors LLC · San Diego, CA
- 2016-11 to Present · Wells Fargo Clearing Services, LLC · San Diego, CA
- 2007-06 to 2021-05 · Wells Fargo Advisors · Rancho Santa Fe, CA
- 2007-06 to Present · First Light Retirement, LLC · Carlsbad, CA
Current employment
- First Light Retirement, LLC · Del Mar, CA
First Light Retirement, LLC
- Regulatory AUM
- $843,658,362
- Registered advisors
- 2
- Offices
- 1
- Average AUM per client
- $38.3M (Moderate)
- High-net-worth client ratio
- 0.0% (Low)
First Light Retirement, LLC: advisors, services and reported ETF investments
About
Thomas Tierney Wolfson is a financial advisor at First Light Retirement, LLC in Del Mar, CA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 29 years of industry experience and 19 years of reported work history. Reported roles include Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, Wells Fargo Advisors LLC.
First Light Retirement, LLC's firm-level Form ADV reports 2 advisors across 1 offices; approximately 11.0 clients per advisor, average assets per client of $38,348,107, and regulatory AUM of $843.7M; client categories including Pension and profit-sharing plans; services including Pension Consulting Services.
What this firm offers
Filed by First Light Retirement, LLC on Form ADV.
Client services
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
Location
1330 Camino del Mar, Del Mar, CA 92014
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 858-692-1283
- Website: firstlightretirement.com
Official record
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