AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TM

Thomas J. Mcallister

Some features on this profile are disabled
CRD#: 601149
TM

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 Jay Mcallister, who also goes by Tom Mcallister, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1969. Thomas had worked at 9 firms and has passed the Series 63, SIE, Series 1, Series 51, F04 and Series 00 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Tom Mcallister

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

July 12, 2018 - July 15, 2019

TRUST INVESTMENT ADVISORS

RIA
CRD#: 105330
INDIANAPOLIS, IN
Past

January 22, 2010 - June 2, 2011

PALADIN MARKET ADVISORS, LLC

BD
CRD#: 13281
PALATINE, IL
Past

July 2, 2008 - September 3, 2008

ALLIED MILLENNIAL PARTNERS, LLC

BD
CRD#: 16569
NEW YORK, NY
Past

May 25, 2007 - July 18, 2018

MCALLISTER, THOMAS JAY

RIA
CRD#: 122079
CARMEL, IN
Past

June 3, 1997 - October 29, 2004

PALADIN MARKET ADVISORS, LLC

BD
CRD#: 13281
NEW YORK, NY
Past

September 29, 1988 - July 22, 2019

MORRIS GROUP, INC.

BD
CRD#: 13181
INDIANAPOLIS, IN
Past

September 23, 1986 - October 4, 1988

GOVERNORS CAPITAL, INC.

BD
CRD#: 13677
Past

January 30, 1986 - October 3, 1986

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

August 28, 1975 - February 6, 1986

FIRST REPUBLIC SECURITIES, INC.

BD
CRD#: 6898
Past

July 23, 1969 - September 20, 1975

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 719

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
RR
Series 63
Date: 8/28/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 3/12/1963
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 4/2/2003
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
F04
Date: 7/16/1975
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 00
Date: 7/16/1975
General Securities Principal Examination

Current Firm

TI
TRUST INVESTMENT ADVISORS
TIA | TRUST INVESTMENT ADVISORS, INC. | TRUST INVESTMENT ADVISORS | TRUST & INVESTMENTADVISERS INC | TRUST & INVESTMENT ADVISORS, INC. | TRUST & INVESTMENT ADVISORS | TIA, TRUST INVESTMENT ADVISORS, TRUST & INVESTMENT ADVISORS

CRD#: 105330 / SEC#: 801-30680

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
8440 Woodfield Crossing Blvd. Suite 100, Indianapolis, IN 46240
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

TIA ADV PART 2 (3/16/2020)

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

TRUST INVESTMENT ADVISORS

CRD#: 105330

TRUST BUT VERIFY

Monitor Thomas Mcallister

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics