Thomas Maples
Advisor at OT Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
OT Advisors LLC
Location
Boca Raton, FL 33433
Credentials
Series 65, Series 66
Industry experience
4 years
About
Thomas Maples is a financial advisor at OT Advisors LLC with Series 65 and Series 66 credentials and four years of industry experience. He previously worked at Marketwise, Inc., Bank of America, N.A., and Merrill. OT Advisors LLC primarily provides discretionary portfolio management to pooled investment vehicles, including ETFs the firm sponsors or sub-advises, and serves institutional clients with investment consulting and separately managed accounts. The firm employs an active, model-driven approach using technical and cyclical analysis and operates with a two-person investment team.
Expertise
Based on OT Advisors LLC
Active portfolio management
Options & derivatives strategies
Passive / index investing
Fee options
Performance fee of 20% of capital appreciation for qualified clients in SMA portfolios.
Account minimum: $250,000
Location
7284 W Palmetto Park Road, Suite 303
Boca Raton, FL 33433
Most active in
Thomas M has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
OT Advisors LLC
2024 - Present (2 years)
Marketwise, Inc.
2021 - 2024 (3 years)
Bank of AMerica, N.A.
2019 - 2021 (2 years)
Merrill
2019 - 2021 (2 years)
UnEmployed
2018 - 2019 (1 year)
Merrill
2017 - 2018 (1 year)
Merrill
2016 - 2017 (1 year)
Merrill
2016 - 2016 (1 year)
Florida State University
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Alonso R
Verified by Warmer
CFP®
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With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
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