Thomas McEvoy, financial advisor Overland Park KS

Thomas McEvoy

CRD Number: 1431067
Current Firm: Onedigital Investment Advisors

Thomas McEvoy (CRD# 1431067) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors Norcross, GA Mar 2022 - Current 2
Onedigital Investment Advisors LLC Overland Park, KS Jan 2022 - Current 2
Gouldin & Mccarthy, LLC Basking Ridge, NJ Jul 2018 - Feb 2022 3
Apw Capital, Inc. Rockaway, NJ Jun 2018 - Feb 2022 3
East Main Street Advisors, LLC Manasquan, NJ Jan 2011 - Feb 2022 11
Comprehensive Capital Management, Inc. Avon, NJ Feb 2003 - Feb 2022 19
Comprehensive Asset Management And Servicing, Inc. Roickaway, NJ Jul 1998 - Jun 2018 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
Contact Info for Thomas J. McEvoy
Phone Number: 877-742-2021
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    89,149
    MILLIONS
  • Total Number of Accounts
    25,199
    ACCOUNTS
  • Average Account Value
    $3,537,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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