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Thomas E. Egan

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CRD#: 1478745
TE

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas Edward Egan, who also goes by Thomas Edward Eages, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1986. Thomas had worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 87, Series 86, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas Edward Eages

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 18, 2015 - July 21, 2023

GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

RIA
CRD#: 133088
RED BANK, NJ
Past

January 15, 2015 - July 21, 2023

GARDEN STATE SECURITIES, INC.

BD
CRD#: 10083
RED BANK, NJ
Past

May 3, 2012 - April 30, 2013

GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

RIA
CRD#: 133088
RED BANK, NJ
Past

February 22, 2001 - April 30, 2013

GARDEN STATE SECURITIES, INC.

BD
CRD#: 10083
RED BANK, NJ
Past

September 8, 2000 - March 16, 2001

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

June 5, 2000 - September 25, 2000

THE AGEAN GROUP, INC

BD
CRD#: 30835
BOCA RATON, FL
Past

October 13, 1998 - June 8, 2000

KIRLIN SECURITIES INC.

BD
CRD#: 21210
SYOSSET, NY
Past

February 9, 1998 - October 23, 1998

CROWN FINANCIAL GROUP, INC.

BD
CRD#: 540
JERSEY CITY, NJ
Past

September 16, 1996 - March 10, 1998

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

January 11, 1996 - September 11, 1996

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

September 12, 1994 - January 1, 1996

GLOBAL PARTNERS SECURITIES INC.

BD
CRD#: 19606
FORT LAUDERDALE, FL
Past

November 10, 1992 - June 8, 1994

THE WELLINGTON GROUP, INC.

BD
CRD#: 17814
NEW YORK, NY
Past

June 5, 1990 - October 28, 1992

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

October 25, 1988 - May 3, 1990

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
Past

April 22, 1988 - November 17, 1988

UNDERHILL ASSOCIATES, INCORPORATED

BD
CRD#: 6999
Past

October 28, 1986 - May 3, 1990

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

March 19, 1986 - November 25, 1986

HOMESTEAD SECURITIES, INC.

BD
CRD#: 15162

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GS
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
CLU WEALTH ADVISORS LLC | TOTAL WEALTH ENHANCEMENT GROUP LLC | LA BOIS PARTNERS | GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | COLTS NECK FINANCIAL

CRD#: 133088 / SEC#: 801-79500

RIA
Registered Investment Advisory firm - (4/23/2014 Approved)
Idaho
Registered Investment Advisory firm - (4/25/2014 Terminated)
New Jersey
Registered Investment Advisory firm - (5/1/2014 Terminated)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/10/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


GS
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
CLU WEALTH ADVISORS LLC | TOTAL WEALTH ENHANCEMENT GROUP LLC | LA BOIS PARTNERS | GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | COLTS NECK FINANCIAL

CRD#: 133088 / SEC#: 801-79500

RIA
Registered Investment Advisory firm - (4/23/2014 Approved)
Idaho
Registered Investment Advisory firm - (4/25/2014 Terminated)
New Jersey
Registered Investment Advisory firm - (5/1/2014 Terminated)
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Contact information


Main Address
328 Newman Springs Road, Red Bank, NJ 07701
Mailing Address
Phone number
(732) 280-6886
Established
Firm type
Fiscal year end
# of Employees
32

SEC notice filing (49 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GSIAS FORM ADV PART 2A BROCHURE DATED MARCH 31 2025 (3/31/2025)

Regulatory assets under management


Total Number of Accounts2,122
AUM (Assets Under Management)$ 561,548,738

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


GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

CRD#: 133088

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