Todd Joseph Pilosi
Investment adviser representative at Kerr Wealth Management
10 yearsExperience
2 statesRegistered in
$131MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Kerr Wealth ManagementApr 2020 to now
- Self EmployedOct 2016 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Kerr Wealth Management
Legal name: Kerr Financial Planning Corporation
$131MAssets managed
550Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2257310
- Firm CRD
- 277142