Kerry J. Ahern

VERDENCE CAPITAL ADVISORS

Hunt Valley, MD 21031

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CRD#: 3217538

Professional summary

Kerry Jane Ahern, who also goes by Kerry Cipollini Ahern, Kerry J Ahern, Kerry Ahern, Kerry Jane Ahern, Kerry Jane Cipollini, Kerry Cipollini Romeo, is a registered financial advisor currently at VERDENCE CAPITAL ADVISORS, LLC located in Hunt Valley, Maryland.

Kerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kerry has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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) - RIA

Click below to view Kerry Jane Ahern'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

January 5, 2026 - Present

VERDENCE CAPITAL ADVISORS, LLC

Office #1: 50 Schilling Road Suite 300, Hunt Valley, MD 21031

RIA

CRD#: 288512

Hunt Valley, MD

Past

June 6, 2025 - December 15, 2025

JANNEY MONTGOMERY SCOTT LLC

RIA

CRD#: 463

Hunt Valley, MD

Past

June 6, 2025 - December 15, 2025

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

Hunt Valley, MD

Past

March 31, 2025 - June 4, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

TOWSON, MD

Past

June 11, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

TOWSON, MD

Past

June 7, 2021 - June 4, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

TOWSON, MD

Past

April 29, 2011 - October 3, 2018

MORGAN STANLEY

RIA

CRD#: 149777

BALTIMORE, MD

Past

June 1, 2009 - October 3, 2018

MORGAN STANLEY

CRD#: 149777

BALTIMORE, MD

Past

December 24, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

PIKESVILLE, MD

Past

March 4, 2008 - January 6, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

HUNT VALLEY, MD

Past

August 18, 2003 - November 22, 2006

FERRIS, BAKER WATTS, LLC

CRD#: 285

BALTIMORE, MD

Past

September 28, 2001 - June 10, 2003

AMUNDI DISTRIBUTOR US, INC.

CRD#: 24497

BOSTON, MA

Past

January 17, 2000 - February 7, 2001

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

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".

VERDENCE CAPITAL ADVISORS, LLC

KWM ADVISORS, LLC | VERDENCE/FAMILY | VERDENCE CAPITAL ADVISORS, LLC | RIA+

CRD#: 288512 / SEC#: 801-110722

RIA

Registered Investment Advisory firm - (6/26/2017 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(1/5/2026)

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 66

Date: 6/1/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/27/2000

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: 6/4/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/12/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VERDENCE CAPITAL ADVISORS, LLC

KWM ADVISORS, LLC | VERDENCE/FAMILY | VERDENCE CAPITAL ADVISORS, LLC | RIA+

CRD#: 288512 / SEC#: 801-110722

RIA

Registered Investment Advisory firm - (6/26/2017 Approved)

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Contact information

Main Address

50 Schilling Road Suite 300, Hunt Valley, MD 21031

Mailing Address

Phone number

(410) 472-5380

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	7,206
AUM (Assets Under Management)	$ 3,912,055,977

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
09/11/2024	Cover Page	Report
01/03/2024	Cover Page	Report
11/18/2022	Cover Page	Report

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 J. Ahern

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kerry Jane Ahern's CRS (Customer Relationship Summary).

Certified licenses

Experience

JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT LLC

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY & CO. LLC

FERRIS, BAKER WATTS, LLC

AMUNDI DISTRIBUTOR US, INC.

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

Primary Firm SEC Registration

VERDENCE CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/1/2021

Series 63

Date: 10/27/2000

SIE

Date: 10/1/2018

Series 7

Date: 6/4/2002

Series 6

Date: 1/12/2000

Current Firm

VERDENCE CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VERDENCE CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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