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SM

Stephen J. Myott

THOMAS CAPITAL GROUP
Summerville, SC
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CRD#: 1143701
SM

Professional summary


Stephen James Myott, who also goes by Steve Myott, is a registered financial professional currently at THOMAS CAPITAL GROUP, INC. located in Summerville, South Carolina.

Stephen is registered as a RR (Registered Representative) and started their career in finance in 1983. Stephen has worked at 6 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 14, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve Myott

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Stephen James Myott's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 20, 1999 - Present

THOMAS CAPITAL GROUP, INC.

BD
CRD#: 45180
Summerville, SC
Past

January 2, 2019 - April 29, 2019

THOMAS INVESTMENT GROUP, LLC

RIA
CRD#: 155349
GIG HARBOR, WA
Past

January 5, 2011 - March 14, 2018

THOMAS INVESTMENT GROUP, LLC

RIA
CRD#: 155349
GIG HARBOR, WA
Past

October 2, 1992 - December 31, 1997

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

January 1, 1989 - September 30, 1992

CIGNA CAPITAL BROKERAGE, INC.

BD
CRD#: 21387
Past

August 7, 1985 - November 6, 1989

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

November 18, 1983 - August 29, 1985

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Past

September 15, 1983 - August 16, 1985

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(7/27/2006)
RR
California
(7/27/2006)
RR
Connecticut
(1/4/2001)
RR
Florida
(7/27/2006)
RR
Indiana
(9/19/2017)
RR
Nebraska
(7/27/2006)
RR
New York
(3/28/2000)
RR
Ohio
(7/28/2006)
RR
Pennsylvania
(6/20/2017)
RR
Virginia
(7/27/2006)
RR
Washington
(7/27/2006)

Exams


State Security Law Exam
RR
Series 63
Date: 3/16/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TC
THOMAS CAPITAL GROUP, INC.
S.S. THOMAS & ASSOCIATES, LLC | THOMAS CAPITAL GROUP, L.L.C. | THOMAS CAPITAL GROUP, INC.

CRD#: 45180 / SEC#: , 8-50986

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
1915 49th St Ct Nw, Gig Harbor, WA 98335
Mailing Address
1915 49th St Ct Nw, Gig Harbor, WA 98335
Phone number
(253) 777-4477
Established
Washington since 01/02/2008
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (11 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
THOMAS, SAJAN KARINGATILPRESIDENT & CEO2659883
THOMAS, SHEELA CHERIANSHAREHOLDER3049259
MYOTT, STEPHEN JAMESMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, FINOP1143701
ALLEN, SHAMONE MAXINEDIRECTOR3269257
LEVINE, JEFFREY PAULMANAGING DIRECTOR4299528

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THOMAS CAPITAL GROUP, INC.

CRD#: 45180Summerville, SC

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