Tom Arthur Mcdermott

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 01/2010 → 02/2017
  Mutual Of Omaha
  Omaha, NE
• 02/2017 → Present
  Securities America Inc.
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2017-02-23 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
• 2011-12-12 → 2016-08-25
  Mutual Of Omaha Investor Services, Inc.
  Omaha, NE
• 2009-01-16 → 2009-12-31
  Securities America Advisors, Inc.
  La Vista, NE

Other Businesses

***SAA POSITION: Advisory NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2017 ADDRESS: 12325 Port Grace Blvd, LaVista NE 68128 DESCRIPTION: Advisory license

Exams

• S66 Uniform Combined State Law Examination
  2008-07-02
• S63 Uniform Securities Agent State Law Examination
  2004-01-23

Other Names

• Tom A Mcdermott