Samuel Moritz Pedrotti
Investment adviser representative at Tfb Advisors, LLC
11 yearsExperience
2 statesRegistered in
$840.2MFirm assets
4 yearsFirm 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 assetsSubscriptionFixed 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
11 years in the industry.
- Tfb Advisors, LLCJun 2025 to now
- Tax Favored BenefitsJun 2025 to now
- Black & VeatchJun 2023 to May 2025
- Show Me CabinetsAug 2022 to May 2023
- Lockton CompaniesJun 2022 to Jul 2022
- WateroneJun 2021 to Jul 2021
- Blue Hills Country ClubMay 2020 to Jul 2020
- SchoolAug 2019 to May 2023
- High SchoolJan 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, KS).
Tfb Advisors, LLC
$840.2MAssets managed
1,355Clients
18Advisers
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
- 8111384
- Firm CRD
- 321870