Michael John Kerr
Investment adviser representative at Ac Wealth Partners
11 yearsExperience
1 stateRegistered in
CFADesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Ac Wealth PartnersApr 2024 to now
- Ategenos Capital, LLCMar 2024 to now
- Orion Portfolio SolutionsJan 2022 to Mar 2024
- Brinker CapitalMay 2018 to Mar 2024
- TD Bank, N.A.Aug 2015 to Apr 2018
- TD Private Client Wealth LLCAug 2015 to Apr 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ac Wealth Partners
Legal name: Ategenos Capital, LLC
$1.1BAssets managed
428Clients
6Advisers
3 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
- 4429037
- Firm CRD
- 326708