Mikai Evan Thomas
Investment adviser representative at Heritage Wealth Advisors
20 yearsExperience
1 stateRegistered in
$4.9BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Heritage Wealth AdvisorsJul 2026 to now
- OsaicJul 2026 to Jul 2026
- Raymond JamesOct 2025 to Jun 2026
- Elevate Financial Planning and Wealth ManagementJul 2025 to Sep 2025
- Howard UniversityAug 2021 to May 2025
- Sewickley AcademyAug 2017 to Jun 2021
- Manchester Academic Charter SchoolAug 2006 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Heritage Wealth Advisors
Legal name: Heritage Wealth Advisors, LLC
$4.9BAssets managed
451Clients
15Advisers
20 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
- 8033336
- Firm CRD
- 137484