Unclaimed Profile

Robert Roy Thomas

VANTAGE INVESTMENT ADVISORS, LLC·OVERLAND PARK, Kansas

Series 6, Series 7, Series 63, Series 65Clean record26 years registeredVANTAGE INVESTMENT ADVISORS, LLC

5700 W. 112TH STREET, OVERLAND PARK, KS 66211CRD# 1966654Firm CRD# 174099

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Roy Thomas · OVERLAND PARK, KS

Registration

CRD #1966654 · VANTAGE INVESTMENT ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

MARINER

Mar 2018 – present

MARINER WEALTH ADVISORS

Mar 2015 – Oct 2018

STATE COLLEGE, PA

ART INVESTMENT PARTNERS, LLC

May 2000 – Mar 2015

STATE COLLEGE, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · May 12, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VANTAGE INVESTMENT ADVISORS, LLC

CRD 174099 · SEC 801-80790

AUM

$1.4B

Regulatory assets under management

Employees

7,916 client accounts

Services offered by VANTAGE INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VANTAGE INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Roy Thomas offer?

Robert Roy Thomas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Robert Roy Thomas's credentials?

Robert Roy Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Roy Thomas located?

Robert Roy Thomas is based in OVERLAND PARK, Kansas, working with VANTAGE INVESTMENT ADVISORS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Robert Roy Thomas charge for services?

Robert Roy Thomas's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VANTAGE INVESTMENT ADVISORS, LLC?

VANTAGE INVESTMENT ADVISORS, LLC has approximately 24 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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