Thomas
Fay

Valmark Advisers, Inc

CRD#2277450
Investment Advisor
in Glenview, IL

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About this Advisor

Thomas Fay is a financial advisor based in Glenview, Illinois, working with Valmark Advisers, Inc. Thomas has previously held positions at Usi Securities, Inc, Tfi Benefits, Inc, Valmark Securities, Inc, Long Road Risk Management Services, LLC, and Valmark Advisers, Inc. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in the District of Columbia, Illinois, Virginia, and Wisconsin. Currently, Thomas is part of Valmark Advisers, Inc, which operates out of Glenview, Illinois. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2222 Chestnut Ave Suite 305
Glenview, IL 60026

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Valmark Advisers, Inc Brokerage Details

Total Assets Under Management

$7,029,587,820

IL Average: $2,106,341,625
Total Number of Employees

260

IL Average: 34
Total Number of Accounts

17,262

IL Average: 1,972
Average Account Size

$407,229

IL Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Thomas Fay Work History

2020 - Present (5 years)

Long Road Risk Management Services, LLC

2015 - Present (10 years)

Valmark Securities, Inc

2015 - Present (10 years)

Valmark Advisers, Inc

2003 - Present (22 years)

Usi Securities, Inc

2003 - Present (22 years)

Tfi Benefits, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Thomas Fay 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 Valmark Advisers, Inc

Jacob Welch
Madison, WI
Luke Molnar
Pittsford, NY
Jason Coopersmith
Fort Lauderdale, FL
Nathan Chisholm
Falmouth, ME
Samuel Galloway
Akron, OH
Michael Heath
Mason, MI
Matthew Arey
Falmouth, ME
Robert Williams
Pittsford, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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