Tom Homestead has been an investment adviser representative at Merkkuri Wealth Advisors since April 2024, and is not listed among the firm’s executive officers or direct owners.
Merkkuri Wealth Advisors LLC is a Jericho, NY firm with $204M under management, 286 clients and 3 advisers in one office, as of its March 2026 filing.
Tom Homestead’s longest registration was 10 years at Park Avenue Securities LLC (2008–2018). Before joining Merkkuri Wealth Advisors in 2024, Tom Homestead was registered through Csenge Advisory Group, LLC and Kestra Advisory Services, LLC.
- Integrity Alliance, LLCAlso current– present · 1 yearJericho, NY · Adviser representative · Firm CRD 139627
- Merkkuri Wealth Advisors LLCCurrent– present · 2 yearsJericho, NY · Adviser representative · Firm CRD 330164
- Csenge Advisory Group, LLC– · 3 yearsHicksville,, NY · Adviser representative · Firm CRD 131167
- Kestra Advisory Services, LLC– · 2 yearsHicksville, NY · Adviser representative · Firm CRD 283330
- Park Avenue Securities LLC– · 10 yearsMelville, NY · Adviser representative · Firm CRD 46173
Investment adviser representative registrations
Tom Homestead is registered as an investment adviser representative in New York, since April 2024.
- New YorkSince 3 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 July 2007 |
| Series 7 | General Securities Representative Examination | 12 June 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tom Patrick Homestead
- CRD
- 5316562
- Firm
- Merkkuri Wealth Advisors · CRD 330164
- Office
- 333 JERICHO TURNPIKE, SUITE 211, Jericho, NY 11753
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Tom Homestead work?
Tom Homestead is an investment adviser representative registered through Merkkuri Wealth Advisors LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Tom Homestead a financial advisor?
Yes. Tom Homestead has a current investment-adviser registration in New York, through Merkkuri Wealth Advisors since April 2024.
How many years of experience does Tom Homestead have?
Tom Homestead has 19 years in the financial industry, since June 2007, across 5 adviser firms.
What exams has Tom Homestead passed?
Tom Homestead has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2007. FINRA credited Tom Homestead with the SIE, which began in October 2018.
Where did Tom Homestead work before Merkkuri Wealth Advisors?
Before Merkkuri Wealth Advisors, Tom Homestead was registered through Kestra Advisory Services, LLC, July 2018 to February 2021; Park Avenue Securities LLC, March 2008 to July 2018.
Where is Tom Homestead based?
Tom Homestead’s registered office is in Jericho, NY.
Is Tom Homestead registered with FINRA?
Yes. Tom Homestead has a current broker registration, under CRD 5316562.
Source: FINRA BrokerCheck
How can I verify Tom Homestead’s record?
Search CRD 5316562 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Tom Homestead’s full registration record.
- Christine HerouxChief Compliance Officer
Paresh ShahOwner