Advisors at this firm
Dante G
Series 65
Lititz, PA
Kerr Wealth Management
Thomas C
CFP®, Series 63, Series 65
Fresno, CA
Kerr Wealth Management
Thomas Chandler is a CFP® credentialed financial advisor with 43 years of industry experience. He is currently with Kerr Wealth Management, a team-based registered investment adviser in Fresno, CA, and has previously worked at Kovack Securities, Kovack Advisors, and LPL Financial. Outside of his advisory role, he is also involved in life insurance sales. Kerr Wealth Management serves individuals, business owners, charitable organizations, and retirement plans, managing approximately $125.6 million for about 615 clients. The firm emphasizes asset-allocation-driven portfolios using ETFs, mutual funds, and individual securities, and offers specialized ERISA pension consulting alongside a broad range of financial planning and retirement services.
Todd P
Series 63, Series 65, Series 66
Fresno, CA
Kerr Wealth Management
Todd Pilosi is a financial advisor at Kerr Wealth Management with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Kerr Wealth Management in 2020, he was self-employed for four years and worked at LPL Financial LLC from 2012 to 2016. Kerr Wealth Management is a team-based registered investment adviser managing approximately $125.6 million for about 615 clients, including individuals, business owners, charitable organizations, and employer-sponsored retirement plans. The firm emphasizes asset-allocation-driven portfolios using ETFs, mutual funds, and selected individual securities, and it offers specialized ERISA pension consulting alongside a broad range of financial planning and retirement plan services.
Andrew K
Series 63, Series 65
Fresno, CA
Kerr Wealth Management
Andrew Kerr is a financial advisor at Kerr Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held leadership roles in several related businesses, including ownership of a winery where he is involved in grape farming and winemaking. Kerr has also managed multiple financial and insurance-related firms throughout his career. Kerr Wealth Management is a team-based registered investment adviser managing approximately $125.6 million for individuals, business owners, charitable organizations, and retirement plans. The firm emphasizes asset allocation using ETFs, mutual funds, and selected securities, provides ongoing portfolio management and financial planning, and offers specialized ERISA pension consulting and retirement plan services.
Anthony D
Series 66
Chesterfield, MO
Kerr Wealth Management
Anthony Decicco is a financial advisor with Kerr Wealth Management, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Edward Jones, and Security Capital Management. He is also the owner of RealTea Capital Inc., a real estate technology and insurance agency based in Philadelphia. Kerr Wealth Management is a team-based registered investment adviser managing approximately $125.6 million for about 615 clients, including individuals, business owners, charitable organizations, and employer-sponsored retirement plans. The firm emphasizes asset-allocation-driven portfolios using ETFs, mutual funds, and selected individual securities, and offers services such as retirement plan design, participant education, and ERISA pension consulting.