Kerri C. Chiodo
Professional summary
Kerri Christensen Chiodo, who also goes by Kerri Christensen Chiodo, Kerri Ann Christensen, Kerri Chiodo, is a registered financial advisor currently at ELEVATION WEALTH PARTNERS LLC located in Greenlawn, New York.
Kerri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Kerri has worked at 4 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kerri Christensen Chiodo's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 15, 2023 - Present
ELEVATION WEALTH PARTNERS LLC
October 30, 2019 - May 16, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 5, 2019 - May 16, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 9, 1993 - May 11, 2000
LAZARD FRERES & CO. LLC
October 14, 1991 - September 20, 1993
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
ELEVATION WEALTH PARTNERS LLC
CRD#: 324951 / SEC#: 801-127588
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/15/2023)
Exams
Series 7TO
Date: 4/5/2019
General Securities Representative ExaminationCurrent Firm
ELEVATION WEALTH PARTNERS LLC
CRD#: 324951 / SEC#: 801-127588
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 235 |
| AUM (Assets Under Management) | $ 190,610,000 |
Red Flags
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