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Thomas Brice Egan

Vestor Capital, LLC

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About Thomas Brice Egan

Thomas Egan is a registered Investment Advisor Representative with Vestor Capital, LLC. Thomas has been in the industry for over 20 years and holds the Series 7 and Series 65 licenses. He has a diverse background working with individuals, families, and institutions, providing financial planning and portfolio management services. His career experience spans firms such as US Trust, Trust Company of Illinois, TC Wealth Partners, and Mesirow Financial, Inc. He is also experienced in credit and cash management solutions and insurance solutions.

Firm Information

Thomas Egan is currently registered with Vestor Capital, LLC. Vestor Capital, LLC is an investment advisor located in Chicago, Illinois. The firm provides a range of financial services including financial planning, portfolio management for individuals and businesses, credit and cash management solutions, insurance solutions, and educational seminars. They manage approximately $1.8 billion in assets for clients, primarily high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations.
Vestor Capital, LLC

10 S. RIVERSIDE PLAZA

CHICAGO, IL 60606-3840

$1.77B

Assets Under Management

6

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions and insurance solutions

Credit and cash management solutions and insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing with frs, and on credit and cash mgt solutions

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Thomas Egan’s Registration & Firm History

IL

02/10/2022 - Present

Vestor Capital, LLC (CHICAGO IL)

IL

05/11/2001 - 05/15/2001

MESIROW FINANCIAL, INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 11/08/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/07/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Brice Egan.
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