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Tabitha T. Meyerer

FIDUCIARY FAMILY OFFICE
Boca Raton, FL 33432
Some features on this profile are disabled
CRD#: 4453253
TM

Professional summary

Tabitha Terese Letourneau Meyerer, CFP®, CPWA®, who also goes by Tabitha Terese Letourneau, Tabitha Terese Letourneau Meyerer, Tabitha Letourneau Meyerer, Tabitha Terese Letourne Meyerer, is a registered financial advisor currently at FIDUCIARY FAMILY OFFICE, LLC located in Boca Raton, Florida.

Tabitha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Tabitha has worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tabitha Terese Letourneau | Tabitha Terese Letourneau Meyerer | Tabitha Letourneau Meyerer | Tabitha Terese Letourne Meyerer

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 Tabitha Terese Letourneau Meyerer'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®
CFP®

Certified Financial Planner

Start date: 2002

CPWA®

Certified Private Wealth Advisor

Start date: 2017-10-16

Expire date: 2023-09-30

Experience

Current

July 21, 2023 - Present

FIDUCIARY FAMILY OFFICE, LLC

Office #1: 150 East Palmetto Park Road Suite 301, Boca Raton, FL 33432
RIA
CRD#: 326990
Boca Raton, FL
Past

November 19, 2012 - August 16, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA
CRD#: 134600
BOCA RATON, FL
Past

September 12, 2007 - December 19, 2012

EXCELSIOR CAPITAL ADVISORS, LLC

RIA
CRD#: 144485
BOCA RATON, FL
Past

September 21, 2005 - August 21, 2007

CARL DOMINO INC.

RIA
CRD#: 131528
PALM BEACH, FL
Past

July 14, 2003 - August 8, 2005

CHOREO, LLC

RIA
CRD#: 111221
FT LAUDERDALE, FL
Past

July 10, 2003 - August 8, 2005

BIRCHTREE FINANCIAL SERVICES LLC

BD
CRD#: 15014
MINNEAPOLIS, MN
Past

October 30, 2001 - January 16, 2003

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA

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".
FF
FIDUCIARY FAMILY OFFICE, LLC
FIDUCIARY FAMILY OFFICE, LLC | GROVE ADVISORS, LLC

CRD#: 326990 / SEC#: 801-128229

RIA
Registered Investment Advisory firm - (6/26/2023 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.

Highlighted states indicate IAR registrations

IAR
Florida
(8/3/2023)
IAR
Texas
(7/21/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/11/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/25/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/9/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/29/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FF
FIDUCIARY FAMILY OFFICE, LLC
FIDUCIARY FAMILY OFFICE, LLC | GROVE ADVISORS, LLC

CRD#: 326990 / SEC#: 801-128229

RIA
Registered Investment Advisory firm - (6/26/2023 Approved)
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Contact information

Main Address
150 East Palmetto Park Road Suite 301, Boca Raton, FL 33432
Mailing Address
Phone number
(561) 353-4440
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR FIDUCUARY FAMILY OFFICE, LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts598
AUM (Assets Under Management)$ 696,082,075

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.

Company Information

FIDUCIARY FAMILY OFFICE, LLC

CRD#: 326990Boca Raton, FL 33432

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