Thomas William Ott
Investment adviser representative at Advisory Services Network
16 yearsExperience
3 statesRegistered in
$10.6BFirm assets
16 yearsFirm in business
Are you Thomas William Ott? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Calton & Associates, IncAug 2018 to now
- Advisory Services Network, LLCJun 2010 to now
- Cambridge Investment Research, Inc.May 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 3 states (LA, MS, TX).
Advisory Services Network
Legal name: Advisory Services Network, LLC
$10.6BAssets managed
12,919Clients
251Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1816358
- Firm CRD
- 146051