Todd J. Pilosi

KERR WEALTH MANAGEMENT

Fresno, CA 93720

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CRD#: 2257310

Professional summary

Todd Joseph Pilosi is a registered financial advisor currently at KERR WEALTH MANAGEMENT located in Fresno, California.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Todd has worked at 7 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Joseph Pilosi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 21, 2020 - Present

KERR WEALTH MANAGEMENT

Office #1: 7255 N. First Street, Suite 101, Fresno, CA 93720

RIA

CRD#: 277142

Fresno, CA

Past

July 2, 2012 - October 28, 2016

LPL FINANCIAL LLC

CRD#: 6413

FRESNO, CA

Past

June 29, 2012 - October 28, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

FRESNO, CA

Past

May 19, 2006 - July 20, 2012

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

FRESNO, CA

Past

May 19, 2006 - July 20, 2012

RBC CAPITAL MARKETS, LLC

CRD#: 31194

FRESNO, CA

Past

July 1, 2003 - May 22, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

FRESNO, CA

Past

July 1, 2003 - May 22, 2006

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

FRESNO, CA

Past

April 26, 1999 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

FRESNO, CA

Past

March 30, 1999 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

July 31, 1993 - March 25, 1999

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

August 10, 1992 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KERR WEALTH MANAGEMENT

BLOSSER HARRISON WEALTH MANAGEMENT | KERR WEALTH MANAGEMENT | KERR FINANCIAL PLANNING CORPORATION | DECICCO CAPITAL ADVISORS

CRD#: 277142 / SEC#: 801-133713

RIA

Registered Investment Advisory firm - (6/20/2025 Approved)

California

Registered Investment Advisory firm - (7/25/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/21/2020)

IAR

Texas
(6/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/12/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/21/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/17/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/28/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/7/1992

General Securities Representative Examination

Current Firm

KERR WEALTH MANAGEMENT

BLOSSER HARRISON WEALTH MANAGEMENT | KERR WEALTH MANAGEMENT | KERR FINANCIAL PLANNING CORPORATION | DECICCO CAPITAL ADVISORS

CRD#: 277142 / SEC#: 801-133713

RIA

Registered Investment Advisory firm - (6/20/2025 Approved)

California

Registered Investment Advisory firm - (7/25/2025 Terminated)

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Contact information

Main Address

7255 N. First Street, Suite 101, Fresno, CA 93720

Mailing Address

Phone number

(559) 277-4772

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A & 2B SEC (8/26/2025)

Regulatory assets under management

Total Number of Accounts	858
AUM (Assets Under Management)	$ 125,607,930

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Todd J. Pilosi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Joseph Pilosi's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

KERR WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/12/2020

Series 66

Date: 2/21/2020

Series 63

Date: 8/17/1992

SIE

Date: 10/28/2016

Series 7

Date: 8/7/1992

Current Firm

KERR WEALTH MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KERR WEALTH MANAGEMENT

TRUST BUT VERIFY

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