Theodore Kerr
Theodore Kerr is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pittsburgh, PA, with 32 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
1001 McKnight Park Dr, Pittsburgh, PA, 15237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Theodore is the sole shareholder of Touchstone Capital Ventures, Inc., which owns several entities including a registered investment advisor company offering financial planning, asset management, securities, and insurance sales. He also owns other businesses including a publishing company and commercial property, and serves as a trustee and board member.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Touchstone Capital, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Hefren-Tillotson, INC.Broker
L.C. Wegard & CO., INC.Broker
State Registrations3 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.
Exams
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