Theodore Stephen Kerr

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 05/2000 → 06/2017
  Commonwealth Financial Network
  Waltham, MA
• 07/2000 → 09/2025
  Touchstone Capital, Inc.
  Pittsburgh, PA
• 09/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Pittsburgh, PA

Previous Registrations

• 2016-01-25 → 2025-12-31
  Touchstone Capital, Inc.
  Pittsburgh, PA
  Miami, FL
  Miami, FL
• 2010-07-21 → 2017-06-19
  Commonwealth Financial Network
  Murrysville, PA
  Butler, PA
  Sewickley, PA
  Pittsburgh, PA
  Cranberry Township, PA
  Pittsburgh, PA
  Pittsburgh, PA

Other Businesses

(1)Name of Business: Address: 1001 McKnight Park Drive, Pittsburgh, PA, 15237, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 05/01/2000 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help clients with fixed/life insurance. (2)Name of Business: Touchstone Capital Aviation, LLC, Inc Address: 50 Biscayne Blvd, Miami, FL, 33132, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: aircraft leasing (3)Name of Business: Touchstone Capital Consulting Address: 50 Biscayne Blvd Unit 5204, Miami, FL, 33132, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide vision and strategy and consulting services for this advisor-to-advisor consulting business. (4)Name of Business: Touchstone Capital Management Address: 50 Biscayne Blvd Unit 5204, Miami, FL, 33132, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: Yes Start Date: 10/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Vision and strategy and executive management, including decision making on major service offerings. (5)Name of Business: Touchstone Capital Properties, LLC Address: 50 Biscayne Blvd, Miami, FL, 33132, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/01/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner of property acquired as passive investment. (6)Name of Business: Touchstone Capital Ventures, LLC Address: 50 Biscayne Blvd Unit 5204, Miami, FL, 33132, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: Yes Start Date: 10/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a holding company and not an operating entity. It owns a collection of businesses and collects profits from them. I am the CEO and manage those cash flows. (7)Name of Business: Touchstone Capital, Inc. Address: 1001 McKnight Park Dr, Pittsburgh, PA, 15237, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/01/2000 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor (8)Name of Business: Touchstone Commercial Aviation, LLC, Inc Address: 50 Biscayne Blvd, Miami, FL, 33132, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: aircraft leasing and owning

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-28
• S63 Uniform Securities Agent State Law Examination
  1994-06-23

Designations

• Certified Financial Planner