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Thomas James Evey

GREAT POINT ADVISORS, LLC·CHICAGO, Illinois
SIE, Series 4, Series 7, Series 24, Series 27, Series 53, Series 63Clean recordGREAT POINT ADVISORS, LLC
200 W. JACKSON BLVD. #1000, CHICAGO, IL 60606CRD# 1157236Firm CRD# 307477

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas James Evey · CHICAGO, IL
Registration
CRD #1157236 · GREAT POINT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 27
Series 53
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GREAT POINT ADVISORS, LLC
CRD 307477 · SEC 801-118231
AUM
$15M
Regulatory assets under management
Employees
22
88 client accounts
Services offered by GREAT POINT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GREAT POINT ADVISORS, LLC →
Introduction

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Frequently Asked Questions

What services does Thomas James Evey offer?
Thomas James Evey specializes in Financial Planning, Investment Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Thomas James Evey's credentials?
Thomas James Evey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas James Evey located?
Thomas James Evey is based in CHICAGO, Illinois, working with GREAT POINT ADVISORS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Thomas James Evey charge for services?
Thomas James Evey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT POINT ADVISORS, LLC?
GREAT POINT ADVISORS, LLC has approximately 22 employees and manages $15M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREAT POINT ADVISORS, LLC

Peter Henry Karnowski
CHICAGO, IL
Valerie Cummins
CHICAGO, IL
John Paul Neppel
CHICAGO, IL

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