Tabitha Meyerer has been Managing Member and Chief Compliance Officer of Fiduciary Family Office since May 2023, is a control person of the firm and directly owns between 25% and 50% of it. Tabitha Meyerer holds a Bachelor's degree in Business Administration in Finance and Management from the University of Florida.
Fiduciary Family Office, LLC is a Boca Raton, FL firm with $748M under management, 46 clients and 2 advisers in one office, as of its March 2026 filing.
Tabitha Le Tourneau Meyerer is Managing Member, COO and CCO of Fiduciary Family Office, based in Boca Raton, Florida. She is responsible for family office operations, including client service coordination, implementation of investment strategy, financial planning, concierge services and compliance monitoring. She has over two decades of experience assisting affluent families with personal financial analysis, strategic financial planning, investment implementation, risk management and estate planning.
Tabitha Meyerer’s longest registration was 10 years at Goldman Sachs Personal Financial Management (2012–2023). Before joining Fiduciary Family Office in 2023, Tabitha Meyerer was registered through Goldman Sachs Personal Financial Management and Excelsior Capital Advisors, LLC.
- Fiduciary Family Office, LLCCurrent– present · 3 yearsBoca Raton, FL · Adviser representative · Firm CRD 326990
- Goldman Sachs Personal Financial Management– · 10 yearsBoca Raton, FL · Adviser representative · Firm CRD 134600
- Excelsior Capital Advisors, LLC– · 5 yearsBoca Raton, FL · Adviser representative · Firm CRD 144485
- Carl Domino Inc.– · 1 yearPalm Beach, FL · Adviser representative · Firm CRD 131528
- RSM McGladrey, Inc.– · 2 yearsFT Lauderdale, FL · Adviser representative · Firm CRD 111221
Professional designations
Listed by Fiduciary Family Office
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor® (CPWA®)
Investment adviser representative registrations
Tabitha Meyerer is registered as an investment adviser representative in 2 states. The first approvals date from July 2023; the most recent is Florida, in August 2023.
- FloridaSince 3 August 2023
- TexasSince 21 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 11 July 2003 |
| Series 7 | General Securities Representative Examination | 9 July 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 November 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 October 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Tabitha Terese Letourneau Meyerer
- CRD
- 4453253
- Firm
- Fiduciary Family Office · CRD 326990
- Role
- Managing Member and Chief Compliance Officer
- Office
- 150 EAST PALMETTO PARK ROAD, SUITE 301, Boca Raton, FL 33432
- Registration
- Investment adviser registration
- In the industry since
- September 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fiduciaryfo.com
Where does Tabitha Meyerer work?
Tabitha Meyerer has been Managing Member and Chief Compliance Officer of Fiduciary Family Office, LLC since May 2023, and is a control person of the firm.
Is Tabitha Meyerer a financial advisor?
Yes. Tabitha Meyerer has a current investment-adviser registration in Florida and Texas, through Fiduciary Family Office since July 2023.
How many years of experience does Tabitha Meyerer have?
Tabitha Meyerer has 23 years in the financial industry, since September 2003, across 5 adviser firms.
What exams has Tabitha Meyerer passed?
Tabitha Meyerer has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in October 2001.
Where did Tabitha Meyerer work before Fiduciary Family Office?
Before Fiduciary Family Office, Tabitha Meyerer was registered through Excelsior Capital Advisors, LLC, September 2007 to December 2012; Carl Domino Inc., September 2005 to August 2007; RSM McGladrey, Inc., July 2003 to August 2005.
Where is Tabitha Meyerer based?
Tabitha Meyerer’s registered office is in Boca Raton, FL.
Is Tabitha Meyerer registered with FINRA?
No. Tabitha Meyerer has no current broker registration.
Is Tabitha Meyerer a CFP?
Fiduciary Family Office lists Tabitha Meyerer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Tabitha LeTourneau Meyerer biography, fiduciaryfo.com
How can I verify Tabitha Meyerer’s record?
Search CRD 4453253 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tabitha Meyerer’s full registration record.
