Kestra Advisory Services
43yrs
Top advisor by experience in Katonah
5yrs
Michael Tom
Financial advisor at Atwob
Based in Katonah, New York, Michael Tom is a financial advisor with 5 years of industry experience. Michael has been with Atwob since 2021. Michael holds the CFP® designation.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office23 Parkway 2nd Floor, Katonah, NY 10536
FirmAtwob
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.06 million
Advisors at the firm2
States licensed ?1 state
Services through Atwob
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2021 – nowAtwobCurrent firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Atwob at (914) 302-3233 and ask for Michael Tom. Michael works from the Katonah, NY office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Michael hold?
No exams are listed on the official record.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Atwob reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael 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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