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KC

Keri-ann S. Carozza

AQR INVESTMENTS
Greenwich, CT 06830
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CRD#: 3110419
KC

Professional summary


Keri-ann S Carozza, who also goes by Keri Ann S Toritto, Keri Ann S. Toritto, Keri Ann Sondra Toritto, Keri-ann Sondra Toritto Ms., Keri-ann Sondra Toritto, Keriann Sondra Toritto, is a registered financial professional currently at AQR INVESTMENTS, LLC located in Greenwich, Connecticut.

Keri-ann is registered as a RR (Registered Representative) and started their career in finance in 1998. Keri-ann has worked at 18 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Keri Ann S Toritto | Keri Ann S. Toritto | Keri Ann Sondra Toritto | Keri-Ann Sondra Toritto Ms. | Keri-Ann Sondra Toritto | Keriann Sondra Toritto

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Keri-ann S Carozza's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

November 20, 2018 - Present

AQR INVESTMENTS, LLC

Office #1: One Greenwich Plaza Suite 130, Greenwich, CT 06830
BD
CRD#: 289244
Greenwich, CT
Past

May 28, 2014 - November 19, 2018

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
Greenwich, CT
Past

November 15, 2012 - March 31, 2014

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEW YORK, NY
Past

July 2, 2007 - March 6, 2012

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
NASHVILLE, TN
Past

April 10, 2007 - March 6, 2012

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NASHVILLE, TN
Past

March 10, 2006 - April 3, 2007

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX
Past

March 10, 2006 - April 3, 2007

MORGAN STANLEY DISTRIBUTION, INC.

BD
CRD#: 30344
NEW YORK, NY
Past

March 10, 2006 - April 3, 2007

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

March 10, 2006 - April 4, 2007

MORGAN STANLEY DISTRIBUTORS INC.

BD
CRD#: 30992
NEW YORK, NY
Past

November 3, 2004 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

September 15, 2004 - October 29, 2004

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
NEW YORK, NY
Past

October 15, 2003 - October 29, 2004

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL
Past

July 1, 2003 - September 24, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

October 21, 2002 - September 24, 2003

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

October 14, 2002 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

April 12, 2000 - October 11, 2002

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

November 9, 1998 - April 1, 1999

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 9, 1998 - April 1, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(11/20/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 11/30/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AI
AQR INVESTMENTS, LLC
AQR INVESTMENTS, LLC

CRD#: 289244 / SEC#: , 8-69990

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
One Greenwich Plaza Suite 130, Greenwich, CT 06830
Mailing Address
One Greenwich Plaza Suite 130, Greenwich, CT 06830
Phone number
(203) 742-3600
Established
Delaware since 03/15/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
AQR CAPITAL MANAGEMENT HOLDINGS (B-D), LLCPARENT COMPANY
ANDRADE, GREGOR MASINICHIEF EXECUTIVE OFFICER2265718
HOWARD, JOHN BRADLEYBOARD OF MANAGERS3132622
KABILLER, DAVID GARYBOARD OF MANAGERS1736385
MELLAS, STEPHEN JOSEPHBOARD OF MANAGERS1505043
PRINCE, STEPHANIE NICOLECHIEF COMPLIANCE OFFICER2618015
RYAN, PATRICK EDMUNDCHIEF FINANCIAL OFFICER2822527
WILLCOX, HERBERT JAMESBOARD OF MANAGERS & CHIEF LEGAL OFFICER1868426

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.

Company Information


AQR INVESTMENTS, LLC

CRD#: 289244Greenwich, CT 06830

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