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Thomas A. Meany

AMERICAN TRUST INVESTMENT SERVICES
Lisle, IL 60532
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CRD#: 1310206
TM

Professional summary


Thomas Anthony Meany is a registered financial professional currently at AMERICAN TRUST INVESTMENT SERVICES, INC. located in Lisle, Illinois.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 1985. Thomas has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Thomas Anthony Meany'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

October 17, 2019 - Present

AMERICAN TRUST INVESTMENT SERVICES, INC.

Office #1: 4722 Main Street, Lisle, IL 60532
BD
CRD#: 3001
Lisle, IL
Past

April 13, 2012 - November 27, 2019

FOREST SECURITIES,INC.

BD
CRD#: 16255
Hillside, IL
Past

May 18, 2009 - April 23, 2012

BIRKELBACH INVESTMENT SECURITIES, INC.

BD
CRD#: 11490
CHICAGO, IL
Past

March 29, 2001 - May 15, 2009

SANCTUARY SECURITIES, INC.

BD
CRD#: 205
MIAMI, FL
Past

October 12, 1989 - April 10, 2001

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

March 1, 1988 - September 12, 1989

CARY GRANT & COMPANY, INC.

BD
CRD#: 7710
Past

January 29, 1985 - November 19, 1987

HAAS SECURITIES CORPORATION

BD
CRD#: 2104

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
California
(1/14/2020)
RR
Florida
(12/3/2019)
RR
Illinois
(1/9/2020)
RR
Indiana
(1/10/2020)
RR
Louisiana
(2/12/2025)
RR
Massachusetts
(9/15/2020)
RR
Michigan
(1/9/2020)
RR
New York
(1/24/2020)
RR
Ohio
(1/6/2020)
RR
Wisconsin
(2/19/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/21/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AT
AMERICAN TRUST INVESTMENT SERVICES, INC.
AMERICAN TRUST INVESTMENT SERVICES ADVISORY | PEERSON & COMPANY, INC. | PEERSON & COMPANY INVESTMENT SERVICES | AMERICAN TRUST INVESTMENT SERVICES, INC.

CRD#: 3001 / SEC#: , 8-14394

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


Main Address
1244 119th Street, Whiting, IN 46394
Mailing Address
9040 Town Center Parkway, Lakewood Ranch, FL 34202
Phone number
(949) 524-2742
Established
Indiana since 12/23/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CCIG ACQUISITION COMPANY, LLCOWNER
DEVER, JAMES FRANCISCEO1840373
KESSLER, KRISTOPHER CHARLESPRESIDENT4543640
LIPPY, IAN EDWARDCHIEF OPERATING OFFICER6037326
ONESTO, RICHARD ERNESTFINANCIAL OPERATIONS PRINCIPAL2453096
SLAVINSKY, CHARLES JOSEPHCCO/MSRB/ROP2807658

Disclosures


Regulatory Event5
Arbitration1

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


AMERICAN TRUST INVESTMENT SERVICES, INC.

CRD#: 3001Lisle, IL 60532

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