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Tabitha Terese letourneau Meyerer

Fiduciary Family Office, LLC

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About Tabitha Terese letourneau Meyerer

Tabitha Terese Letourneau Meyerer is a Certified Financial Planner® with over 20 years of experience in the financial services industry. Tabitha has a proven track record of providing personalized financial advice and wealth management services to high-net-worth individuals and families. Tabitha is currently registered as an Investment Advisor Representative with Fiduciary Family Office, LLC in Boca Raton, Florida. Tabitha has previously held positions at BirchTree Financial Services, Inc. in Minneapolis, Minnesota and SunTrust Securities, Inc. in Atlanta, Georgia.

Firm Information

Tabitha Meyerer is currently registered with Fiduciary Family Office, LLC. Fiduciary Family Office, LLC is a registered investment advisor located in BOCA RATON, FL. The firm provides financial planning, portfolio management for individuals and businesses, and other family office services. Fiduciary Family Office, LLC manages approximately $609,794,558 in assets for high-net-worth individuals and charitable organizations.
Fiduciary Family Office, LLC

150 EAST PALMETTO PARK ROAD

BOCA RATON, FL 33432

$609.79M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tabitha Meyerer’s Registration & Firm History

FL

07/21/2023 - Present

Fiduciary Family Office, LLC (BOCA RATON FL)

MN

07/10/2003 - 08/08/2005

BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

GA

10/30/2001 - 01/16/2003

SUNTRUST SECURITIES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 07/11/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/25/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/2003

Series 7 - General Securities Representative Examination

BC

Issued 10/29/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tabitha Terese letourneau Meyerer.
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