Ameriprise Financial Services
47yrs
Top advisor by experience in Florham Park
30yrs
William Thomas is a fiduciary financial advisor in Florham Park, New Jersey, with 30 years in the industry. William joined Wells Fargo Advisors in 2026, after two years at Morgan Stanley and seven years at Merrill. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 594 advisors with offices in Florham Park, and one of 556 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 17% by experience nationwide
Office200 Campus Dr Suite 220, Florham Park, NJ 07932
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2021 – 2023Morgan StanleyPreviously
- 2014 – 2021MerrillPreviously
- 2011 – 2014MSI Financial Services, Inc.Previously
- 2006 – 2010Wells Fargo Clearing Services, LLCPreviously
- 2003 – 2006MerrillPreviously
Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call William’s local office at (973) 377-2333 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for William Thomas.
How long has William been a financial advisor?
William has been in the industry since 1996, about 30 years. Top 17% by experience nationwide.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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