Investment adviser representative · Oneascent Financial Services LLC
Thomas E. Powell
CRD 1917867 · Birmingham, AL
At a glance
Thomas E. Powell is an investment adviser representative with Oneascent Financial Services LLC in Birmingham, AL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Thomas’s SEC record dates to 2009, about 16 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Oneascent Financial Services LLCSince April 2024Birmingham, AL · $3.5B in regulatory assets
- Oneascent Wealth ManagementSince May 2021Birmingham, AL · $476M in regulatory assets
- Oneascent Family OfficesSince November 2022Birmingham, AL · $544M in regulatory assets
SEC adviser record
- Registered since
- 2009 (16 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Thomas’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.