TL
Tomislav Loncar
ANDERSEN
Tampa, FL 33609
Some features on this profile are disabled
CRD#: 3119275
TL
Professional summary
Tomislav Loncar, who also goes by Tom Loncar, is a registered financial advisor currently at ANDERSEN located in Tampa, Florida.
Tomislav is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Tomislav has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tom Loncar
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.
Tomislav Loncar currently serves as Registered Agent for the following Florida LLCs- 3906 Rogers LLC 3404 Beaumont LLC 3407 Beaumont LLC 6312 Selbourne LLC 6316 Selbourne LLC 6308 Selbourne LLC 6201 Harold LLC 3302 Wallace LLC 3319 Pearl LLC 2912 Pearl LLC 4325 S Hubert LLC 2822 Leila LLC 2508 Kansas LLC 2907 Elrod LLC 3517 Rodgers LLC 3919 Paxton LLC 5701 Interbay LLC 6301 Richard LLC 3216 Cherokee LLC In all of the above cases, Mr. Loncar has no duties except having been named as Registered Representative. He spends 0 hours per week, 0 hours during trading hours, and the business is not investment-related. He serves as an accommodation to a client. He receives no compensation, does not have any ownership, and is merely the mailing address as the Registered Agent. The address of all of the above businesses is 3116 W Hawthorne Road, Tampa, FL 33611. The businesses are all residential rental properties. Mr. Loncar's relationship with the businesses started in January 2015.
CRS (Client Relationship Summary) - RIA
Click below to view Tomislav Loncar's 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®
NoneExperience
Current
November 8, 2024 - Present
ANDERSEN
Office #1: 4950 W Kennedy Blvd, Suite 610, Tampa, FL 33609RIA
CRD#: 124205
Tampa, FL
Past
July 19, 2002 - October 3, 2024
REILLY, FISHER & SOLOMON INVESTMENT ADVISORS, INC.
RIA
CRD#: 121150
TAMPA, FL
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".
AN
ANDERSEN
ANDERSEN | WTAS LLC | WEALTH AND TAX ADVISORY SERVICES, INC. | ANDERSEN TAX LLC
CRD#: 124205 / SEC#: 801-61693
RIA
Registered Investment Advisory firm - (1/9/2003 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(11/8/2024)
Current Firm
AN
ANDERSEN
ANDERSEN | WTAS LLC | WEALTH AND TAX ADVISORY SERVICES, INC. | ANDERSEN TAX LLC
CRD#: 124205 / SEC#: 801-61693
RIA
Registered Investment Advisory firm - (1/9/2003 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1861 International Drive Suite 501, Mclean, VA 22102
Mailing Address
Phone number
(571) 382-0020
Established
Firm type
Fiscal year end
# of Employees
1,970
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584 |
| AUM (Assets Under Management) | $ 6,080,097,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/13/2025 | ||
| 01/22/2024 | ||
| 09/28/2022 |
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
ANDERSEN
CRD#: 124205Tampa, FL 33609TRUST BUT VERIFY
Monitor Tomislav Loncar
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
