Thomas Edward noah Doerfler
Investment adviser representative at Steward Partners Investment Advisory, LLC
18 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$36.7BFirm 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 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
18 years in the industry.
- Steward Partners Investment Advisory, LLCApr 2024 to now
- Steward Partners Investment Solutions, LLCApr 2024 to now
- Lighthouse Wealth Group, LLCFeb 2012 to now
- Raymond James Financial Services Advisors, IncNov 2010 to Mar 2017
- Raymond James Financial ServicesOct 2008 to Apr 2024
- Sagespring Wealth Partners/southwestern Investment GroupJan 2008 to Apr 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 3 states (AL, TN, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 5481675
- Firm CRD
- 283004