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Advisor

Thomas Efthimiou

Meadowbrook Wealth Management · Garden City, New York

Thomas Efthimiou is a fee-only financial advisor at Meadowbrook Wealth Management in Garden City, New York. Thomas charges a percentage of assets.

Percentage of assets Fee-only

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Facts

FirmMeadowbrook Wealth Management
Based in Garden City, New York
Fee modelPercentage of assets
Assets under management$110.1M across 260 accounts
SEC registration Investment adviser representative in NY · CRD 2336798
Exams passedSeries 63 (1993) · Series 65 (2003)
Firm size2 employees
Disclosures Reported; see the SEC record
Websitewww.meadowbrookwealth.com

How Thomas's firm compares

  • Meadowbrook Wealth Management's average account is about $423,000, from its Form ADV (assets managed divided by 260 accounts).

What fee-only advisors charge in New York

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Questions about Thomas

Is Thomas Efthimiou a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Meadowbrook Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Thomas charge for financial advice?

Thomas charges a percentage of assets.

Where is Thomas Efthimiou based?

Thomas Efthimiou is based in Garden City, New York.

Is Thomas Efthimiou registered with the SEC?

Yes. Thomas Efthimiou is registered as an investment adviser representative in NY (CRD 2336798), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does Meadowbrook Wealth Management manage?

Meadowbrook Wealth Management reports $110.1M across 260 accounts in assets under management.

How do I contact Thomas Efthimiou?

Through Thomas's website, www.meadowbrookwealth.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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