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Thoroughbred Advisors

Thoroughbred Advisors

Financial ServicesFlag of USLatham, New York, United States51-100 Employees

Company overview

Headquarters421 Troy Schenectady Rd, Latham, New York 12110, US
Phone number+15183940329
Website
NAICS52
SIC628
Keywords
Financial Services And Financial Planner
Employees51-100
Socials

Key Contacts at Thoroughbred Advisors

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Greg Halpin

Senior Recruiting Director

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Kyle Ohlidal

College Internship Director

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Jacob Ferraro

Managing Director

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Maylot Sterlina

Chief Marketing Officer

Thoroughbred Advisors Email Formats

Thoroughbred Advisors uses 1 email format. The most common is {first initial} (e.g., j@thoroughbredadvisors.com), used 100% of the time.

FormatExamplePercentage
{first initial}
j@thoroughbredadvisors.com
100%

About Thoroughbred Advisors

With over a decade of experience as a Financial Advisor and later Managing Director at Northwestern Mutual, Conor Boyd founded Thoroughbred Advisors with the goal of delivering a higher quality of planning, technology, and service experience to his existing and growing clientele. A consistent experience is delivered to our clients through Conor's Financial Planning Process. Thoroughbred Advisors has a network of Professionals whose expertise can be called upon during the Planning Process. These professionals may include CPA’s, Attorney’s, Pension Administrators, Actuaries, and Insurance Underwriters. This process helps ensure our clients products, plans, and professionals are working efficiently toward their financial security and prosperity. Whether you are Entering the Starting Gate, Hitting Your Stride, or Coming Down the Home Stretch, Thoroughbred Advisors will be there every step of the way to help you win your race. Conor Boyd is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and Investment Advisory Services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 421 Troy Schenectady Rd, Latham NY 12110, 518-608-4608. Thoroughbred Advisors is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc.

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Thoroughbred Advisors revenue & valuation

Annual revenue$5,646,630
Revenue per employee$86,000
Estimated valuation?$18,100,000
Total fundingNo funding

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry
C-Suite
Director

Employees by Department

Thoroughbred Advisors has 46 employees across 5 departments.

Departments

Number of employees

Funding Data

Thoroughbred Advisors has never raised funding before.

Thoroughbred Advisors Tech Stack

Discover the technologies and tools that power Thoroughbred Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Maps

Google Maps

Maps

scrollreveal

scrollreveal

JavaScript libraries

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

Google Ads

Google Ads

Advertising

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Calendly

Calendly

Appointment scheduling

Frequently asked questions

Thoroughbred Advisors is located in Latham, New York, US.
You can reach Thoroughbred Advisors at +15183940329.
Thoroughbred Advisors has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

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40,000 users

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