Nicholas Kerr
Investment adviser representative at Corient
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$165.3BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- CorientApr 2026 to now
- Corient Services LLCApr 2026 to now
- Hapanowicz FinancialAug 2025 to Mar 2026
- PNCAug 2022 to Aug 2025
- Mortgage ConnectJul 2019 to Aug 2022
- Kisling, Nestico, RedickNov 2018 to Jun 2019
- Louis Perrotta P.C.Mar 2017 to Nov 2018
- Tvc Pro-driverMar 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 8152013
- Firm CRD
- 319448