Thomas Scott Mccann

Employer firm

Dynamic CRD 151367

$5.64B regulatory AUM 56 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 02/2018
  Steel Peak Wealth Management, Llc
  Woodland Hills, CA
• 02/2018 → Present
  Dynamic Wealth Advisors Dba Crestview Capital Management
  Scottsdale, AZ

Previous Registrations

• 2015-01-09 → 2018-02-12
  Steelpeak Wealth, Llc
  Los Angeles, CA
• 2014-08-19 → 2015-01-16
  Morgan Stanley
  Beverly Hills, CA
• 2013-03-05 → 2014-08-20
  Fisher Investments
  Camas, WA
  Plano, TX
• 2011-10-20 → 2012-12-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA

Other Businesses

Mr. McCann is an Independent Life Insurance agent with various insurance companies that sells and services fixed life insurance products; typically spends less than 1-5% of his time on this activity. As an agent, Mr. McCann receives commissions from the various insurance companies whose products are sold. This activity is investment related. Mr. McCann is co-owner of 49% of Aculis Inc. as of December 2024 This activity is not investment related. Aculis is a new venture with a focus on helping advisor and support staff save time on administrative tasks using artificial intelligence. He spends approximately 3 hours per month on this activity.

Exams

• S66 Uniform Combined State Law Examination
  2011-10-19

Designations

• Certified Financial Planner

Other Names

• Thomas Mccann
• Thomas S Mccann