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Thomas Turner Neely

Island Asset Management, LLC

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About Thomas Turner Neely

Thomas Neely is a registered investment advisor representative with Island Asset Management, LLC in Saint Simons Island, GA. Thomas has been working in the financial industry for over 20 years. He has experience at firms such as Ameriprise Financial Services, Inc., Investment Professionals, Inc., and Synovus Securities, Inc. Island Asset Management, LLC provides portfolio management for individuals and has approximately $50.2 million in regulatory assets under management. Thomas also holds a Series 63, Series 65, and Series 7 license.

Firm Information

Thomas Neely is currently registered with Island Asset Management, LLC. Island Asset Management, LLC is an investment advisor that manages approximately $50.2 million in assets for 117 clients. The firm provides portfolio management for individuals and has 1 investment adviser representative. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals, managing $40 million and $10 million in assets for these client types, respectively. The firm also manages $200,000 in assets for one pension and profit-sharing plan.

$50.20M

Assets Under Management

Not reported

Total Clients

1

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Thomas Neely’s Registration & Firm History

GA

07/15/2021 - Present

Island Asset Management, LLC (SAINT SIMONS ISLAND GA)

GA

09/11/2018 - 04/09/2019

AMERIPRISE FINANCIAL SERVICES, INC. (St Simons Island GA)

GA

08/12/2015 - 09/11/2018

INVESTMENT PROFESSIONALS, INC. (ST. SIMONS ISLAND GA)

GA

07/19/2010 - 08/12/2015

SYNOVUS SECURITIES, INC. (ST. SIMONS ISLAND GA)

GA

03/16/2007 - 07/30/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ST. SIMONS GA)

GA

01/02/2002 - 03/26/2007

CITIGROUP GLOBAL MARKETS INC. (ALBANY GA)

GA

11/26/1996 - 01/02/2002

THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 12/06/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/02/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Turner Neely.
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