Scott Joseph Thomas
Investment adviser representative at Tcp Asset Management, LLC
30 yearsExperience
1 stateRegistered in
CFADesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Tcp Asset Management, LLCMay 2022 to now
- United Planners Financial Services of AmericaMay 2022 to now
- Scott ThomasMay 2020 to now
- Champion InsuranceJan 2023 to Dec 2025
- The Prudential Insurance Company of AmericaApr 2020 to May 2022
- UnemployedNov 2019 to Mar 2020
- JPMorgan ChaseApr 1995 to Oct 2019
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (OH).
Tcp Asset Management, LLC
$1.2BAssets managed
2,221Clients
25Advisers
9 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
- 4177526
- Firm CRD
- 286037