Palm Beach Gardens, FL Office
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Thurston Springer Advisors
Multi-team
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About
Thurston Springer serves individual and high‑net‑worth clients as well as corporations, foundations, estates and employer‑sponsored retirement plans. It provides comprehensive financial planning, portfolio management, fee‑based consulting and wrap‑program options (including the Compass Account), and offers ERISA 3(21) and 3(38) fiduciary services for plan sponsors.
Advisory services are tailored to client goals and may be managed discretionarily through firm programs, with IARs setting account restrictions and conducting periodic reviews. Investment analysis combines charting, fundamental, technical and cyclical methods and supports both buy‑and‑hold allocation approaches and more active strategies such as the Tactical Momentum and Earnings Momentum models, which involve higher turnover.
Noteworthy distinctions include the firm’s integration with affiliated entities: many IARs are registered representatives of affiliated broker‑dealer Thurston Springer Financial and are licensed insurance agents who may effect commissionable brokerage and insurance transactions through affiliated agencies (Thurston Springer Insurance and Top Advisors Group). The firm also works with institutional plan sponsors (including banking or thrift clients), is affiliated with truEdge and related private‑fund arrangements, and discloses custodial sweep, platform support and placement‑fee relationships and supervisory controls intended to address the resulting conflicts of interest.
Based on Thurston Springer Advisors
Expertise
Based on Thurston Springer Advisors
Location
11000 Prosperity Farms Road, Suite 300
Palm Beach Gardens FL 33411
Advisors at this office
2
Advisors at this office
Clinton T
Series 66
Palm Beach Gardens, FL
Thurston Springer Advisors
Clinton Trotta is a financial advisor with Thurston Springer Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and the International Alliance of Healthcare Educators. He serves on the board of the Florida Wildlife Federation, a nonprofit organization. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing a range of investment strategies tailored to client goals.
Richard T
Series 63, Series 65
Palm Beach Gardens, FL
Thurston Springer Advisors
Richard Trotta is a financial advisor at Thurston Springer Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services, Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. Trotta serves on the boards of VoteWater and Friends of the Everglades and acts as a trustee for multiple trusts involving fiduciary and executive oversight responsibilities. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, using a mix of fundamental, technical, and cyclical investment analysis across both buy-and-hold and active strategies.
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