Skip to content

Thomas Michael Demeritt

Investment adviser representative at Advisors Asset Management, Inc.
20 yearsExperience
1 stateRegistered in
$2.2BFirm assets
22 yearsFirm in business

Are you Thomas Michael Demeritt? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

20 years in the industry.

  1. Advisors Asset Management, Inc.Nov 2021 to now
  2. Inland Securities CorporationJul 2019 to Aug 2021
  3. Invesco Advisers, Inc.Aug 2015 to May 2019
  4. Naperville Running CompanyApr 2009 to Jul 2017
  5. Invesco Distributors, Inc.Sep 2006 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (NC).

Advisors Asset Management, Inc.

$2.2BAssets managed
1,505Clients
127Advisers
22 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
5014738
Firm CRD
46727
Advisor's SEC record (opens in a new tab)
CallContact this firm