Thomas Andersen has been an investment adviser representative at Evolution Wealth Management since September 2025, and is not listed among the firm’s executive officers or direct owners.
Evolution Wealth Management Inc. is a Fort Myers, FL firm with $172M under management, 294 clients and 4 advisers across 4 offices, as of its March 2026 filing.
Thomas Andersen’s longest registration was 4 years at Retirement Wealth Advisors, LLC (2017–2021). Before joining Evolution Wealth Management in 2025, Thomas Andersen was registered through Bison Wealth, LLC and Truadvice LLC.
- Bison Wealth, LLC– · 1 yearNaples, FL · Adviser representative · Firm CRD 299805
- Truadvice LLC– · 2 yearsNaples, FL · Adviser representative · Firm CRD 292482
- Retirement Wealth Advisors, LLC– · 4 yearsNaples, FL · Adviser representative · Firm CRD 137658
Investment adviser representative registrations
Thomas Andersen is registered as an investment adviser representative in Florida, since September 2025.
- FloridaSince 26 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 October 2016 |
| Series 7 | General Securities Representative Examination | 20 July 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 May 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- CRD
- 1871788
- Firm
- Evolution Wealth Management · CRD 307644
- Registration
- Investment adviser registration
- In the industry since
- May 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Thomas Andersen work?
Thomas Andersen is an investment adviser representative registered through Evolution Wealth Management Inc. since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Thomas Andersen a financial advisor?
Yes. Thomas Andersen has a current investment-adviser registration in Florida, through Evolution Wealth Management since September 2025.
How many years of experience does Thomas Andersen have?
Thomas Andersen has 9 years in the financial industry, since May 2017, across 4 adviser firms.
What exams has Thomas Andersen passed?
Thomas Andersen has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in May 1995.
Where did Thomas Andersen work before Evolution Wealth Management?
Before Evolution Wealth Management, Thomas Andersen was registered through Bison Wealth, LLC, January 2024 to September 2025; Truadvice LLC, June 2021 to December 2023; Retirement Wealth Advisors, LLC, April 2017 to June 2021.
Is Thomas Andersen registered with FINRA?
No. Thomas Andersen has no current broker registration.
How can I verify Thomas Andersen’s record?
Search CRD 1871788 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Andersen’s full registration record.
