Thomas
Kerstetter

Florida Financial Advisors, LLC

CRD#7508153
Investment Advisor
in Philadelphia, PA

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About this Advisor

Thomas Kerstetter is a financial advisor who works out of Philadelphia, Pennsylvania with 1 year of relevant experience. Kerstetter is on the advisory team at Florida Financial Advisors, LLC. During their career, the advisor has held roles at Florida Financial Advisors Dba Tristate Financial Advisors, Susquehanna University, Ideal Self Storage, Old Navy, Finish Line, Selinsgrove Area High School and Selinsgrove Area Middle School. Kerstetter holds a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Pennsylvania. Florida Financial Advisors, LLC is a firm based in Tampa, FL. The company has offices in seven locations and a total of 170 financial advisors. It handles $95 million in assets across its 3,750 customer accounts, making it one of the smaller financial advisory firms in the United States by assets under management. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually vary depending on the type of services. Fees charged by Florida Financial Advisors, LLC most likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

100 South Broad Street Suite 2100
Philadelphia, PA 19110

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$94,820,946

PA Average: $1,855,561,029
Total Number of Employees

170

PA Average: 62
Total Number of Accounts

3,750

PA Average: 2,474
Average Account Size

$25,286

PA Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Thomas Kerstetter Work History

Thomas has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Florida Financial Advisors Dba Tristate Financial Advisors

2020 - 2021 (1 year)

Ideal Self Storage

2019 - 2020 (1 year)

Old Navy

2018 - 2021 (3 years)

Susquehanna University

2018 - 2019 (1 year)

Finish Line

2015 - 2018 (3 years)

Selinsgrove Area High School

2011 - 2015 (4 years)

Selinsgrove Area Middle School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Thomas Kerstetter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Florida Financial Advisors, LLC

Parker Shetler
Tampa, FL
Timothy Zimmerman
Tampa, FL
Vachel Pennebaker
Charlotte, NC
Ilya Pogosyan
Miami, FL
Cameron Shepherd
Tampa, FL
Dakota Colonese
Jacksonville, FL
Trenton Barrett
Jacksonville, FL
Austin Burnett
Tampa, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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