Thomas Andersen III
Investment Adviser Representative at Evolution Wealth Management Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Thomas Andersen is an investment adviser representative with Evolution Wealth Management Inc. in Naples, FL, where they have been registered since 2025. They have worked in the securities industry since 2017 and have been registered with 4 firms, including Bison Wealth, LLC and Truadvice LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Grace Advisory GroupAug 2015 – Mar 2017Fort Myers, FL
- Windsor Leasing, LLCMar 2017 – Dec 2023Naples, FL
- Retirement Wealth AdvisorsMar 2017 – Jun 2021Naples, FL
- Cypress Palms Management Services, LLCJan 2019 – Dec 2023Naples, FL
- Cambridge HALL, LLCJul 2020 – Dec 2023Naples, FL
- Holistic Wealth PartnersJun 2018 – Jun 2021Naples, FL
- Gulf Harbor BenefitsMar 2017 – Jun 2021Naples, FL
- Truadvice, LLCJun 2021 – Dec 2023Sarasota, FL
- Andersen Harrison Advisors, Inc d/b/a Andersen WealthJun 2021 – no end date reportedNaples, FL
- Andersen Harrison Insurance, LLCJun 2021 – no end date reportedNaples, FL
- Lifetime Learning FoundationOct 2018 – Dec 2023Naples, FL
- Bison AdvisorsDec 2023 – Sep 2025Hartwell, GA
- Evolution Wealth Management, Inc.Sep 2025 – no end date reportedFort Myers, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Evolution Wealth Management Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Fort Myers, FL
- SEC file number:
- 801-131761
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 11, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Thomas Andersen III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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