Thomas
Maples

Ot Advisors LLC

CRD#6682174
Investment Advisor
in Boca Raton, FL

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About this Advisor

Thomas Maples is a financial advisor based in Boca Raton, Florida, working with Ot Advisors LLC. Thomas has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Florida State University, Palm Beach State College, Palm Beach Gardens Community High School, Bank Of America, N.A, Marketwise, Inc, and Ot Advisors LLC. Thomas has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Thomas is part of Ot Advisors LLC, which operates out of Boca Raton, Florida. The firm has 1 office and 2 employees. The services offered by the firm include portfolio management for investment companies. The fee structure at Ot Advisors LLC includes asset-based fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

7284 W Palmetto Park Rd, Suite 303
Boca Raton, FL 33433

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Ot Advisors LLC Brokerage Details

Total Number of Employees

2

FL Average: 62

Investment Advisory Services

  • Portfolio management for investment companies

Thomas Maples Work History

2024 - Present (0 year)

Ot Advisors LLC

2021 - Present (3 years)

Marketwise, Inc

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2021 (2 years)

Bank Of America, N.A

2017 - 2018 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2017 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2018 (3 years)

Florida State University

2014 - 2015 (1 year)

Palm Beach State College

2010 - 2014 (4 years)

Palm Beach Gardens Community High School

Disclosures

Please visit the SEC profile of Thomas Maples to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ot Advisors LLC

Thomas Maples
Boca Raton, FL

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