Unclaimed Profile

Thomas Blair Trammell

DALE K. EHRHART, INC.·VENICE, Florida

Series 4, Series 7, Series 12, Series 24, Series 53, Series 63, Series 6531 years registeredDALE K. EHRHART, INC.

100-A W VENICE AVE, VENICE, FL 34285CRD# 1003389Firm CRD# 35971

Profile Verification

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

Identity

Thomas Blair Trammell · VENICE, FL

Registration

CRD #1003389 · DALE K. EHRHART, INC. · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DALE K. EHRHART, INC.

DALE K. EHRHART, INC.

Nov 1994 – May 2025

VENICE, FL

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 12

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · November 14, 1994

Years registered · 31

Disclosure History

1996Customer Dispute·Settled

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

DALE K. EHRHART, INC.

CRD 35971 · SEC 801-13542

AUM

$537M

Regulatory assets under management

Employees

286 client accounts

Services offered by DALE K. EHRHART, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at DALE K. EHRHART, INC. →

Introduction

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Frequently Asked Questions

What services does Thomas Blair Trammell offer?

Thomas Blair Trammell specializes in Investment Management, Wealth Management.

What are Thomas Blair Trammell's credentials?

Thomas Blair Trammell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Blair Trammell located?

Thomas Blair Trammell is based in VENICE, Florida, last registered with DALE K. EHRHART, INC..

How does Thomas Blair Trammell charge for services?

Thomas Blair Trammell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DALE K. EHRHART, INC.?

DALE K. EHRHART, INC. has approximately 6 employees and manages $537M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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