Troy Ernest Tomczak

Employer firm

Capital Investment Advisors, LLC CRD 158055

$8.21B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• GENERAL CONSULTING ENGAGEMENTS

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

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

Current Employers

Employment History

• 04/2020 → 01/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 12/2018 → 04/2020
  Old Marsh Golf Club
  Palm Beach Gardens, FL
• 07/2014 → 12/2018
  Ferris State University
  Big Rapids, MI
• 05/2016 → 11/2016
  Cherokee Town And Country Club
  Atlanta, GA
• 09/2017 → 05/2018
  Old Marsh Golf Club
  Palm Beach Gardens, FL
• 01/2021 → 11/2021
  Invesco
  Atlanta, GA
• 01/2024 → 01/2025
  Capital Investment Advisors, Llc
  Atlanta, GA
• 12/2021 → 01/2024
  Invesco
  Atlanta, GA
• 01/2025 → 01/2026
  Capital Investment Advisors, Llc
  Atlanta, GA
• 01/2026 → Present
  Capital Investment Advisors, Llc
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-22
• S63 Uniform Securities Agent State Law Examination
  2021-01-29

Designations

• Certified Financial Planner