Advisor at Sherwood Oak Knoll, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sherwood Oak Knoll, LLC
Location
San Marino, CA 91108
Credentials
Series 63, Series 65
Industry experience
27 years
Thomas Moreland is a financial advisor with Sherwood Oak Knoll, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Gold Coast Securities, Inc. and Moreland Capital for 17 years and spent four years at Rocky Mountain Hardware before joining Sherwood Oak Knoll in 2020. Sherwood Oak Knoll, LLC is an independent firm providing discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of analytical methods and both long-term and short-term trading strategies, focusing on a very small client base and preparing customized Investment Policy Statements for each client.
2.00% annually
Between $50 and $350 per hour
2220 Adair Street
San Marino, CA 91108
California
Sherwodd Oak Knoll, Llc
2020 - Present (6 years)
Rocky Mountain Hardware
2015 - 2019 (4 years)
Gold Coast Securities, Inc.
2003 - 2020 (17 years)
Moreland Capital
2003 - 2020 (17 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Los Angeles, CA
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CFP®, Series 63, Series 65
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Crawford Capital, LLC
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