Morgan Stanley
47yrs
Top advisor by experience in New York
2yrs
Thomas Spohn
Financial advisor at Captrust
Thomas Spohn has worked in the financial industry for 2 years and is a financial advisor based in New York, New York. Thomas has been with Captrust since 2025. Thomas holds the CFP® designation.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office40 Wall Street 60th Floor, New York, NY 10005
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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
- Feb 2025 – nowCaptrustCurrent firm
Contact Thomas
(919) 870-6822Firm headquarters in Raleigh, NC. Ask for Thomas. 40 Wall Street 60th FloorNew York, NY 10005Office · Get directions Firm websiteHTTP://WWW.CAPTRUST.COM
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About Thomas
How do I contact Thomas?
Call Captrust at (919) 870-6822 and ask for Thomas Spohn. Thomas works from the New York, NY office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Thomas hold?
No exams are listed on the official record.
Is Thomas a fiduciary?
Thomas is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Thomas paid?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Thomas 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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