Kerry C. Dowd

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CRD#: 1340930

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kerry Collins Dowd, who also goes by Kerry Patricia Collins, Kerry Collins, was a registered financial professional .

Kerry is a previously registered financial professional and started their career in finance in 1985. Kerry had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Kerry Patricia Collins | Kerry Collins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. DAVIDSON WEALTH MANAGEMENT, LLC POSITION: Office Manager, Investment Advisor Representative NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 05/05/2008 ADDRESS: 198 Route 9 N Suite 205, Manalapan NJ 07726, United States DESCRIPTION: Provide client service and Registered support for advisory and traditional brokerage thru Royal Alliance. Manage operational activities of Davidson Wealth Management and take trade instructions. 2. KERRY COLLINS DOWD POSITION: Joint Owner NATURE: Real Estate. I jointly own a seasonal rental propertythat is rented weekly during the summer. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: 5 West 22nd St., Barnegat Light NJ 08006, United States DESCRIPTION: Not investment related. I jointly own a seasonal rental property that is rented occasionally between June and Sept.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

April 7, 2010 - September 7, 2022

DAVIDSON WEALTH MANAGEMENT LLC

RIA

CRD#: 153227

MANALAPAN, NJ

Past

May 16, 2008 - August 26, 2022

OSAIC WEALTH, INC.

CRD#: 23131

MANALAPAN, NJ

Past

May 9, 2008 - June 29, 2010

DAVIDSON ASSET MANAGMENT, INC.

RIA

CRD#: 109124

MANALAPAN, NJ

Past

March 29, 2006 - May 23, 2006

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

NEW YORK, NY

Past

October 11, 2004 - May 23, 2006

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

May 11, 1998 - June 3, 2004

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

February 3, 1992 - May 13, 1998

R.W.PRESSPRICH & CO.

CRD#: 26460

NEW YORK, NY

Past

February 21, 1985 - September 13, 1991

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DAVIDSON WEALTH MANAGEMENT LLC

CRD#: 153227 / SEC#: 801-71216

RIA

Registered Investment Advisory firm - (3/22/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/27/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/8/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/16/1985

General Securities Representative Examination

Current Firm

DAVIDSON WEALTH MANAGEMENT LLC

CRD#: 153227 / SEC#: 801-71216

RIA

Registered Investment Advisory firm - (3/22/2010 Approved)

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Contact information

Main Address

1041 West Lacey Road 2nd Floor, Forked River, NJ 08731

Mailing Address

Phone number

(732) 409-1060

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAVIDSON WEALTH MANAGEMENT LLC AMENDED FORM ADV, PART 2A. (11/17/2025)

Regulatory assets under management

Total Number of Accounts	635
AUM (Assets Under Management)	$ 147,636,663

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kerry C. Dowd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

OSAIC WEALTH, INC.

DAVIDSON ASSET MANAGMENT, INC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

R.W.PRESSPRICH & CO.

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

DAVIDSON WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/27/2005

Series 63

Date: 5/8/1985

SIE

Date: 10/1/2018

Series 7

Date: 2/16/1985

Current Firm

DAVIDSON WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DAVIDSON WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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