Thomas Michael Kellerman

Employer firm

Integrity Alliance, LLC. CRD 139627

$5.41B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 05/2018
  Loyola University Maryland
  Baltimore, MD
• 06/2016 → 05/2018
  Northwestern Mutual
  Melville, NY
• 04/2015 → 08/2018
  Metro Paving Llc
  West Babylon, NY
• 08/2018 → 11/2019
  J.P. Morgan Securities Llc
  New York, NY
• 08/2018 → 11/2019
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 11/2019 → 12/2019
  Jp Morgan Chase Bank Na
  Hoboken, NJ
• 11/2019 → 12/2019
  Jp Morgan Securities Llc
  Hoboken, NJ
• 12/2019 → 05/2022
  Full-Time Education
  Newark, NJ
• 08/2022 → 12/2022
  Bullard Law Group, Pllc
  Melville, NY
• 07/2023 → 05/2025
  Stark & Stark, P.C.
  Hamilton, NJ
• 05/2022 → 08/2022
  Unemployed
  East Setauket, NY
• 12/2022 → 07/2023
  Unemployed
  East Setauket, NY
• 06/2025 → Present
  Eghrari Law Firm
  Smithtown, NY
• 06/2025 → Present
  Integrity Alliance, Llc
  Smithtown, NY

Other Businesses

1) Eghrari Wealth Training; Investment Related; 50 Karl Ave, Suite 202, Smithtown, NY 11787; DBA for securities; Trusted Attorney Advisor; 06/09/2025; 40 hours per month; 40 hours during security hours; Review Estate client's wealth and advise. 2) Eghrari Law; not investment related; 50 Karl Ave, Suite 202, Smithtown, NY 11787; Estate planning attorney; Associate Attorney; 06/09/2025; 150 hours per month; 150 hours during security hours; Estate planning attorney developing trusts and medical directives for individuals. 3) American Academy Wealth; not investment related; 50 Karl Ave, Suite 202, Smithtown, NY 11787; Member organization for Attorneys; Member; 06/09/2025; 15 hours per month; 15 hours during security hours; attend trainings to enhance securities knowledge.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-14
• S63 Uniform Securities Agent State Law Examination
  2018-11-16

Other Names

• Thomas M Kellerman
• Thomas Kellerman