Todd Pilosi is a registered investment advisor at Kerr Wealth Management, based in Fresno, CA, with 30 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 615 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kerr Wealth Management manages investment portfolios for clients, charging an annual fee that is negotiable, up to a maximum of 3% of the value of your portfolio. This fee is billed monthly. The exact fee depends on factors like the amount you invest and your relationship with the firm.
Location
7255 N. First Street, Suite 101, Fresno, CA, 93720
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Regulatory History (6)
Customer Dispute
February 2024Judgment / Lien
February 2018Regulatory
April 2017Employment Separation After Allegations
October 2016Customer Dispute
August 2016Customer Dispute
November 1996Employment History
Current Registrations
Kerr Wealth Management
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.