Thomas E. Carline

EVERHART ADVISORS

DUBLIN, OH 43017

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CRD#: 5336752

Professional summary

Thomas Edward Carline is a registered financial advisor currently at EVERHART ADVISORS located in Dublin, Ohio.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Thomas has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Thomas Edward Carline'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

February 23, 2021 - Present

EVERHART ADVISORS

Office #1: 5200 Rings Road, Dublin, OH 43017

RIA

CRD#: 107091

DUBLIN, OH

Past

April 2, 2012 - May 28, 2013

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

COLUMBUS, OH

Past

January 31, 2011 - May 28, 2013

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

COLUMBUS, OH

Past

December 15, 2008 - December 21, 2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

COLUMBUS, OH

Past

July 2, 2007 - October 23, 2008

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

UPPER ARLINGTON, OH

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".

EVERHART ADVISORS

CRD#: 107091 / SEC#: 801-50786

RIA

Registered Investment Advisory firm - (12/21/1995 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

Ohio
(2/23/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/11/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/19/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/18/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/29/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EVERHART ADVISORS

CRD#: 107091 / SEC#: 801-50786

RIA

Registered Investment Advisory firm - (12/21/1995 Approved)

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Contact information

Main Address

5200 Rings Road, Dublin, OH 43017

Mailing Address

Phone number

(614) 717-9705

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERHART ADVISORS ADV PART 2A (9/12/2025)

Regulatory assets under management

Total Number of Accounts	5,483
AUM (Assets Under Management)	$ 1,874,701,457

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.

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Firm Stability Insights

Thomas E. Carline

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Edward Carline's CRS (Customer Relationship Summary).

Certified licenses

Experience

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

EVERHART ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/11/2012

Series 63

Date: 12/19/2008

Series 7

Date: 6/18/2012

Series 6

Date: 6/29/2007

Current Firm

EVERHART ADVISORS

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVERHART ADVISORS

TRUST BUT VERIFY

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