TM
Thomas Mcconville
CONSTELLATION WEALTH ADVISORS
CINCINNATI, OH 45202
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CRD#: 8076563
TM
Professional summary
Thomas Mcconville, who also goes by Tommy Mcconville, is a registered financial advisor currently at CONSTELLATION WEALTH ADVISORS located in Cincinnati, Ohio.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Thomas has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tommy Mcconville
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.
CancerFree Kids; Title: Board Member: Start Date - December 2023; Location: Cincinnati, OH; Non-Investment related (Not compensated/Volunteer); Cancer Free Kids is a non-profit organization dedicated to funding early-stage research in the treatment of childhood cancer; nominal hours devoted during trading and non-trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Mcconville'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
August 20, 2025 - Present
CONSTELLATION WEALTH ADVISORS
Office #1: 255 East Fifth St. Suite 3000, Cincinnati, OH 45202RIA
CRD#: 147253
CINCINNATI, 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".
CW
CONSTELLATION WEALTH ADVISORS
CONSTELLATION SPORTS COUNCIL | QUADRANT PRIVATE CAPITAL SOLUTIONS | QUADRANT PARTNERS | QUADRANT FAMILY WEALTH ADVISORS | QUADRANT CAPITAL GROUP LLC | CONSTELLATION WEALTH ADVISORS
CRD#: 147253 / SEC#: 801-69216
RIA
Registered Investment Advisory firm - (5/28/2008 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(8/20/2025)
Current Firm
CW
CONSTELLATION WEALTH ADVISORS
CONSTELLATION SPORTS COUNCIL | QUADRANT PRIVATE CAPITAL SOLUTIONS | QUADRANT PARTNERS | QUADRANT FAMILY WEALTH ADVISORS | QUADRANT CAPITAL GROUP LLC | CONSTELLATION WEALTH ADVISORS
CRD#: 147253 / SEC#: 801-69216
RIA
Registered Investment Advisory firm - (5/28/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
255 East Fifth St. Suite 3000, Cincinnati, OH 45202
Mailing Address
Phone number
(513) 871-5500
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,454 |
| AUM (Assets Under Management) | $ 4,661,729,458 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/25/2025 | ||
| 01/27/2025 | ||
| 10/24/2023 | ||
| 04/27/2023 |
Red Flags
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Company Information
CONSTELLATION WEALTH ADVISORS
CRD#: 147253Cincinnati, OH 45202TRUST BUT VERIFY
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