TK
Thomas L. Kehoe
CETERA INVESTMENT ADVISERS LLC
New Port Richey, FL 34655
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CRD#: 3004150
TK
Professional summary
Thomas Lyle Kehoe is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in New Port Richey, Florida and CETERA WEALTH SERVICES, LLC located in New Port Richey, Florida.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Thomas has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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.
1) GENERATIONS CHRISTIAN CHURCH POSITION: Elder NATURE: I serve on the Elder Board which oversees the activity of the Church and the professional Pastors and staff. This position is similar to a Board of Directors in a for profit business. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 1540 Little Road, Trinity FL 34655, United States DESCRIPTION: Our Board meets several times a year to discuss issues in the Church. We are available to pray for members and attenders and provide guidance in spiritual matters when needed. 2) BLOCK ADVISORS BY H&R BLOCK POSITION: Income Tax preparer and accounting services NATURE: My current employer Kehoe & DeWeerd CPA, PA is being acquired by Block Advisors by H&R Block. The sale date is projected to happens approximately on August 15th 2023. I will continue to prepare income tax returns and provide accounting services to the general public. I will not have any ownership interest in the business and I will not have any management control over the operations of the company. I will be an employee and paid hourly for work done. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 08/15/2023 ADDRESS: 8833 Hawbuck Street, Trinity FL 34655, United States DESCRIPTION: I will interview clients to assist them with preparation of income tax returns for individuals and businesses.I will provide accounting services and consulting services as requested from business clients.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Lyle Kehoe's 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®
NoneExperience
Current
September 8, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 9233 Green Pines Terrace, New Port Richey, FL 34655RIA
CRD#: 105644
New Port Richey, FL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
New Port Richey, FL
Past
January 5, 2016 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
New Port Richey, FL
Past
December 24, 2015 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
New Port Richey, FL
Past
May 18, 2010 - December 31, 2015
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
NEW PORT RICHEY, FL
Past
November 5, 2004 - December 31, 2005
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
NEW PORT RICHEY, FL
Past
November 2, 2004 - December 31, 2015
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
NEW PORT RICHEY, FL
Past
October 18, 2000 - November 5, 2004
INVESTACORP ADVISORY SERVICES INC
RIA
CRD#: 109011
NEW PORT RICHEY, FL
Past
July 25, 2000 - November 2, 2004
INVESTACORP, INC.
BD
CRD#: 7684
MIAMI, FL
Past
March 6, 1998 - July 25, 2000
FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED
BD
CRD#: 14538
TAMPA, FL
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(9/5/2025)
IAR
Florida(9/8/2025)
RR
Georgia(9/5/2025)
RR
Illinois(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644New Port Richey, FL 34655TRUST BUT VERIFY
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