Thomas Alessi, financial advisor Newton MA

Thomas Alessi

CRD Number: 3268500
Current Firm: Oneamerica Securities, Inc.

Thomas Alessi (CRD# 3268500) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Newton, MA and has over 22 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
Oneamerica Securities Framingham, MA Jan 2014 - Current 8
American United Life Framingham, MA Dec 2013 - Current 8
Cco Investment Services Corp Newton, MA Jan 2012 - Jan 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 1999
Contact Info for Thomas V. Alessi
Phone Number: 877-285-3863
Registered State(s):
  • CT
  • FL
  • MA
  • NH
  • NY
  • NC
By the Numbers
  • Total Assets Under Management
    219
    MILLIONS
  • Total Number of Accounts
    1,957
    ACCOUNTS
  • Average Account Value
    $112,030
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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