Daniel Andrew Kerr
Investment adviser representative at Cerity Partners LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$161.7BFirm assets
Are you Daniel Andrew Kerr? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cerity Partners LLCFeb 2026 to now
- Running Point Capital AdvisorsFeb 2020 to Feb 2026
- Mission WealthOct 2019 to Feb 2020
- Moss Adams Wealth AdvisorsAug 2015 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 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
- 6418221
- Firm CRD
- 151559