Troy Ernest Tomczak
Investment adviser representative at Capital Investment Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.2BFirm assets
Are you Troy Ernest Tomczak? 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 assetsFixed 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
12 years in the industry.
- Capital Investment Advisors, LLCJan 2024 to now
- InvescoDec 2021 to Jan 2024
- InvescoJan 2021 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to Jan 2021
- Old Marsh Golf ClubDec 2018 to Apr 2020
- Old Marsh Golf ClubSep 2017 to May 2018
- Cherokee Town and Country ClubMay 2016 to Nov 2016
- Ferris State UniversityJul 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (GA).
Capital Investment Advisors, LLC
$8.2BAssets managed
6,014Clients
59Advisers
15 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
- 7247628
- Firm CRD
- 158055