Cary M Allison
Investment adviser representative at Kera Capital Partners
17 yearsExperience
1 stateRegistered in
$1.4BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Kera Capital PartnersSep 2023 to now
- Morgan Stanley Private Bank, N.A.Jan 2015 to Sep 2023
- Morgan Stanley Smith Barney LLCJun 2009 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kera Capital Partners
Legal name: Kera Capital Partners, Inc.
$1.4BAssets managed
329Clients
12Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2268465
- Firm CRD
- 312875