Thomas John Pelham
Investment adviser representative at Kaufman Rossin Wealth, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$506.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Kaufman Rossin Wealth, LLCMar 2019 to now
- Kaufman, Rossin & Co.Aug 2018 to now
- Kr Financial Services, LLC dba Kaufman Rossin Insurance ServicesAug 2018 to now
- TotalbankAug 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (FL).
Kaufman Rossin Wealth, LLC
$506.7MAssets managed
230Clients
6Advisers
4 yearsIn 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
- 4242866
- Firm CRD
- 301921