Thomas
Alessi
Oneamerica Securities, Inc
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About this Advisor
Thomas Alessi is a financial advisor working out of Auburndale, Massachusetts with a total of 9 years of relevant experience. Alessi is an advisor for Oneamerica Securities, Inc. Over the course of their career, Alessi has held roles at Cco Investment Services Corp, American United Life and Oneamerica Securities. Alessi holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut, Florida, Massachusetts, New Hampshire, New York and North Carolina. Oneamerica Securities, Inc is a financial advisory company operating out of Indianapolis, IN. The firm has offices in 107 locations and a total of 357 employees. It has $158 million in assets among its 1,970 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,970 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. Oneamerica Securities, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which service is offered. However, fees billed by Oneamerica Securities, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oneamerica Securities, Inc Brokerage Details
$158,033,391
357
1,970
$80,220
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Thomas Alessi Work History
Thomas has been registered as a financial advisor for 9 years.*
Oneamerica Securities
American United Life
Cco Investment Services Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Alessi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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