Thomas Roth
Integra Global Advisors · Stamford, Connecticut
Thomas Roth is a fee-only financial advisor at Integra Global Advisors in Stamford, Connecticut. Thomas focuses on family wealth transfer. Integra Global Advisors reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Integra Global Advisors |
|---|---|
| Based in | Stamford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $684.1M across 56 accounts |
| SEC registration | Investment adviser representative in CT · CRD 6906064 |
| Exams passed | Series 66 (2018) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.integraga.com |
How Thomas's firm compares
- Integra Global Advisors's average account is about $12.2 million, from its Form ADV (assets managed divided by 56 accounts).
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Questions about Thomas
Is Thomas Roth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Integra Global Advisors 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's firm, Integra Global Advisors, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Thomas Roth based?
Thomas Roth is based in Stamford, Connecticut.
What does Thomas specialize in?
Thomas's specialties include family wealth transfer. Thomas works with ultra high net worth and multi-generational families.
Is Thomas Roth registered with the SEC?
Yes. Thomas Roth is registered as an investment adviser representative in CT (CRD 6906064), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integra Global Advisors manage?
Integra Global Advisors reports $684.1M across 56 accounts in assets under management.
How do I contact Thomas Roth?
Through Thomas's website, www.integraga.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Integra Global Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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