Thomas
Mcevoy
Onedigital Investment Advisors
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About this Advisor
Thomas Mcevoy is a financial advisor operating in Manasquan, New Jersey with 1 year of industry experience. Mcevoy currently works for Onedigital Investment Advisors. Their career trajectory has included roles at Comprehensive Asset Management And Servicing, Inc, Comprehensive Capital Management, Inc, Gouldin & Mccarthy, LLC, East Main Street Advisors, LLC, Apw Capital, Inc, Resources Investment Advisors, LLC and Triad Advisors. Mcevoy has a Series 63 license, designating them as a securities agent, and can serve investors in New Jersey. Onedigital Investment Advisors is an advisory firm operating out of Overland Park, KS. It has offices in 73 locations and a total of 550 financial advisors. It controls $89 billion in assets between its 25,199 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 97 charities and foundations. Of its 25,199 customer accounts, just 5% belong to high-net-worth investors who have at least $1 million in investable assets. Onedigital Investment Advisors has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice depend on which service is offered. Fees billed by Onedigital Investment Advisors likely consist of any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Onedigital Investment Advisors Brokerage Details
$89,148,595,824
550
25,199
$3,537,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Thomas Mcevoy Work History
Thomas has been registered as a financial advisor for 1 years.*
Resources Investment Advisors, LLC
Triad Advisors
East Main Street Advisors, LLC
Gouldin & Mccarthy, LLC
Apw Capital, Inc
Comprehensive Capital Management, Inc
Comprehensive Asset Management And Servicing, Inc
*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 Mcevoy 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 Onedigital Investment Advisors
Pensacola, FL
Overland Park, KS
Torrance, CA
Overland Park, KS
York, PA
Overland Park, KS
Raleigh, NC
Round Rock, TX
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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