Todd Pilosi has been an investment adviser representative at Kerr Financial Planning since April 2020, and is not listed among the firm’s executive officers or direct owners. Todd Pilosi holds a Degree in Aeronautical Engineering from San Jose State University.
Kerr Financial Planning Corporation is a firm with $131M under management, 550 clients and 3 advisers across 2 offices, as of its September 2026 filing.
Todd Pilosi is Financial Advisor of Kerr Financial Planning Corporation, based in Fresno, CA. He began his consulting career in 1992 with Shearson Lehman Brothers in Fresno. After working for major wire houses for 28 years, he became a Wealth Advisor with Kerr Wealth Management. Earlier he worked for Rockwell International in Palmdale, CA as a Lead Flight Control Engineer.
Todd Pilosi’s longest registration is the current one, 6 years at Kerr Financial Planning since 2020. Before joining Kerr Financial Planning in 2020, Todd Pilosi was registered through LPL Financial LLC and RBC Capital Markets, LLC.
- Kerr Wealth ManagementCurrent– present · 6 yearsFresno, CA · Adviser representative · Firm CRD 277142
- LPL Financial LLC– · 4 yearsFresno, CA · Adviser representative · Firm CRD 6413
- RBC Capital Markets, LLC– · 6 yearsFresno, CA · Adviser representative · Firm CRD 31194
- Wachovia Securities, LLC– · 2 yearsFresno, CA · Adviser representative · Firm CRD 19616
- Prudential Securities Incorporated– · 4 yearsFresno, CA · Adviser representative · Firm CRD 7471
Investment adviser representative registrations
Todd Pilosi is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from April 2020; the most recent is Texas, in June 2025.
- CaliforniaSince 21 April 2020
- TexasResidentSince 20 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 March 2020 |
| Series 66 | Uniform Combined State Law Examination | 21 February 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 17 August 1992 |
| Series 7 | General Securities Representative Examination | 7 August 1992 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Todd Joseph Pilosi
- CRD
- 2257310
- Firm
- Kerr Financial Planning · CRD 277142
- Office
- 7255 N 1ST STREET , SUITE 101, Fresno, CA 93720
- Registration
- Investment adviser registration
- In the industry since
- February 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kerrwealth.com
Where does Todd Pilosi work?
Todd Pilosi is an investment adviser representative registered through Kerr Financial Planning Corporation since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is Todd Pilosi a financial advisor?
Yes. Todd Pilosi has a current investment-adviser registration in California and Texas, through Kerr Financial Planning since April 2020.
How many years of experience does Todd Pilosi have?
Todd Pilosi has 30 years in the financial industry, since February 1996, across 5 adviser firms.
What exams has Todd Pilosi passed?
Todd Pilosi has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 65. The earliest, the Series 7, was passed in August 1992. FINRA credited Todd Pilosi with the SIE, which began in October 2018.
Where did Todd Pilosi work before Kerr Financial Planning?
Before Kerr Financial Planning, Todd Pilosi was registered through LPL Financial LLC, June 2012 to October 2016; RBC Capital Markets, LLC, May 2006 to July 2012; Wachovia Securities, LLC, July 2003 to May 2006; Prudential Securities Incorporated, April 1999 to July 2003.
Where is Todd Pilosi based?
Todd Pilosi’s registered office is in Fresno, CA.
Is Todd Pilosi registered with FINRA?
No. Todd Pilosi has no current broker registration.
How can I verify Todd Pilosi’s record?
Search CRD 2257310 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Pilosi’s full registration record.
