Unclaimed Profile

Kevin A Tuttle

TAM PORTFOLIOS, LLC·ORLANDO, Florida

Series 7, Series 24, Series 63, Series 6525 years registeredTAM PORTFOLIOS, LLC

189 SOUTH ORANGE AVENUE, ORLANDO, FL 32801CRD# 2414158Firm CRD# 143806

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin A Tuttle · ORLANDO, FL

Registration

CRD #2414158 · TAM PORTFOLIOS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TAM PORTFOLIOS, LLC

MERRIMAC ASSET MANAGEMENT

Dec 2007 – Jul 2011

ORLANDO, FL

TAM PORTFOLIOS, LLC

Jun 2007 – Oct 2013

ORLANDO, FL

GUNNALLEN FINANCIAL, INC

Dec 2006 – Sep 2007

ORLANDO, FL

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Mar 2006 – Aug 2006

ORLANDO, FL

CAPITAL SECURITIES OF AMERICA, INC.

Oct 2005 – Oct 2005

ORLANDO, FL

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC

Jan 2001 – Feb 2004

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 2, 2001

Years registered · 25

Disclosure History

2013Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TAM PORTFOLIOS, LLC

CRD 143806 · SEC 801-79138

AUM

$6M

Regulatory assets under management

Employees

8 client accounts

Services offered by TAM PORTFOLIOS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TAM PORTFOLIOS, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin A Tuttle offer?

Kevin A Tuttle specializes in Investment Management, Wealth Management.

What are Kevin A Tuttle's credentials?

Kevin A Tuttle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin A Tuttle located?

Kevin A Tuttle is based in ORLANDO, Florida, last registered with TAM PORTFOLIOS, LLC.

How does Kevin A Tuttle charge for services?

Kevin A Tuttle's firm is compensated through percentage of aum, other: fee share, standard of 50%. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAM PORTFOLIOS, LLC?

TAM PORTFOLIOS, LLC has approximately 5 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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